AZ
AZ

Austin Zurn

4 Years of Experience
Wayzata, MN
Broker

Austin Zurn is a registered investment advisor at Morgan Stanley, based in Wayzata, MN, with 4 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

445 East Lake Street, Suite 320, Wayzata, MN, 55391

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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

Austin is an employee of Lifeworks, a nonprofit serving people with special needs, since 2021. He dedicates about 10-20% of his time to this role after business hours.

Employment History
Current Registrations
Morgan Stanley
June 2021 - Present · 4 yrs 11 mos
Morgan StanleyBroker
April 2021 - Present · 5 yrs 1 mo
State Registrations27 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.