MZ
MZ

Michael Zislin

7 Years of Experience
Boca Raton, FL
Broker

Michael Zislin is a registered investment advisor at Morgan Stanley, based in Boca Raton, FL, with 7 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

595 South Federal Highway, Suite 400, Boca Raton, FL, 33432

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Michael is the owner and CEO of First In Line Enterprises, Inc., a company involved in fishing activities, since 2014. He spends about 10-20% of his time overseeing operations and performing captain duties when needed.

Employment History
Current Registrations
Morgan Stanley
July 2018 - Present · 7 yrs 10 mos
Morgan StanleyBroker
May 2018 - Present · 8 yrs
State Registrations40 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Michael Zislin - Financial Advisor | TrueAdvisor