Zachary Hirsekorn
Zachary Hirsekorn is a registered investment advisor at Morgan Stanley, based in Santa Rosa, CA, with 3 years of industry experience. Zachary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
3562 Round Barn Circle, 1st Floor, Santa Rosa, CA, 95403
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Regulatory History (1)
Criminal
June 2016Other Business Activities
Zachary works as a spin instructor at RISE Cycle Co., a local exercise studio, since June 2021. This non-investment related activity takes a few hours per week.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations38 states
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
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