Joseph Zarr is a registered investment advisor at Morgan Stanley, based in Dublin, OH, with 46 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
545 Metro Place South, Suite 300, Dublin, OH, 43017
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
June 2006 - June 2009 · 3 yrs
Citigroup Global Markets INC.Broker
June 2006 - June 2009 · 3 yrs
Meeder Asset Management, INC
October 1999 - November 2009 · 10 yrs 1 mo
Meeder Advisory Services, INC
October 1999 - November 2009 · 10 yrs 1 mo
Adviser Dealer Services, INC.Broker
April 1997 - June 2006 · 9 yrs 2 mos
Signature Broker-Dealer Services, INC.Broker
May 1993 - January 1997 · 3 yrs 8 mos
Lehman Brothers INC.Broker
February 1988 - December 1991 · 3 yrs 10 mos
E. F. Hutton & Company INCBroker
August 1980 - February 1988 · 7 yrs 6 mos
Bache Halsey Stuart Shields IncorporatedBroker
December 1977 - September 1980 · 2 yrs 9 mos
State Registrations36 states
ARAZCACOCTFLGAIAIDILINKSKYLAMAMDMEMIMONCNJNMNVNYOHOKORPARISCTNTXUTVAWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.