ZH
ZH
Zachary Hirsekorn
3 Years of Experience
Santa Rosa, CA
1 DisclosureBroker
Zachary Hirsekorn is a registered investment advisor at Morgan Stanley, based in Santa Rosa, CA, with 3 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
3562 Round Barn Circle, 1st Floor, Santa Rosa, CA, 95403
Get directionsHistory
Regulatory History (1)
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Criminal
June 2016Final Disposition
Other 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
January 2023 - Present · 3 yrs 4 mos
Morgan StanleyBroker
January 2023 - Present · 3 yrs 4 mos
State Registrations37 states
AKARAZCACOCTGAHIIDILINLAMAMDMEMIMNMTNCNENJNMNVNYOHOKORRISCTNTXUTVAVirgin IslandsWAWIWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.