BZ
BZ

Bruce Zwick

47 Years of Experience
Wayzata, MN
Broker

Bruce Zwick is a registered investment advisor at Morgan Stanley, based in Wayzata, MN, with 47 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

Bruce serves as a Trustee/Co-Trustee for a trust since 2005. This investment-related activity takes minimal time.

Employment History
Current Registrations
Morgan Stanley
October 2018 - Present · 7 yrs 9 mos
Morgan Stanley
October 2018 - Present · 7 yrs 9 mos
Morgan StanleyBroker
October 2018 - Present · 7 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
May 2006 - October 2018 · 12 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
December 2005 - October 2018 · 12 yrs 10 mos
Stifel, Nicolaus & Company, IncorporatedBroker
October 2000 - December 2005 · 5 yrs 2 mos
R.J. Steichen & CompanyBroker
March 1997 - October 2000 · 3 yrs 7 mos
Whittlinger Investment CorporationBroker
July 1996 - March 1997 · 8 mos
Dain Bosworth IncorporatedBroker
March 1991 - July 1996 · 5 yrs 4 mos
Mark Twain Brokerage Services, INC.Broker
January 1991 - March 1991 · 2 mos
Kidder, Peabody & CO. IncorporatedBroker
May 1978 - August 1990 · 12 yrs 3 mos
Kidder, Peabody & CO., IncorporatedBroker
April 1978 - May 1978 · 1 mo
State Registrations34 states
AKALAZCACOCTDCFLGAIAIDILINMAMDMEMIMNMTNCNDNJNMNVNYOHPASCTNTXUTVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.