EZ
EZ

Elias Zavala

2 Years of Experience
San Antonio, TX
Broker

Elias Zavala is a registered investment advisor at Morgan Stanley, based in San Antonio, TX, with 2 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

7600 Broadway, Suite 100, San Antonio, TX, 78209

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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

Elias works as a contractor for Uber, Amazon, and Shipt, providing customer service. These roles take minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
April 2024 - Present · 2 yrs 1 mo
Morgan StanleyBroker
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Frost Investment Services
November 2023 - March 2024 · 4 mos
Frost Brokerage Services, INC.Broker
September 2023 - March 2024 · 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.