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Merritt Michael Zahner

Morgan Stanley

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About Merritt Michael Zahner

Merritt Zahner has been working in the financial industry since 1995. Merritt is a registered representative of Morgan Stanley. Merritt has worked with a number of financial institutions over the years, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., Quick & Reilly, Inc., First Union Securities, Inc., First Union Brokerage Services, Inc., BankBoston Investor Services, Inc., FIS Securities, Inc., CitiCorp Investment Services, and Fidelity Brokerage Services, Inc.

Firm Information

Merritt Zahner is currently registered with Morgan Stanley. Morgan Stanley is a Limited Liability Company based in PURCHASE, NY, formed in 2009. They offer a wide range of advisory services, including financial planning, pension consulting, educational seminars, and selection of other advisors. Their client base includes individuals, high-net-worth individuals, investment clubs, corporations, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Morgan Stanley manages approximately $10 billion to $50 billion in assets. Their website addresses are HTTP://WWW.MORGANSTANLEYCLIENTSERV.COM and HTTP://WWW.MORGANSTANLEY.COM.
Morgan Stanley

2000 WESTCHESTER AVENUE

PURCHASE, NY 10577-2530

$1.40T

Assets Under Management

335,385

Total Clients

23,624

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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asset allocation advice

Asset allocation advice

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

See schedule d miscellaneous

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Merritt Zahner’s Registration & Firm History

CT

03/30/2023 - Present

Morgan Stanley (MADISON CT)

CT

10/23/2009 - 05/18/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLINTON CT)

CT

10/31/2006 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (MILFORD CT)

CT

10/20/2004 - 12/05/2005

BANC OF AMERICA INVESTMENT SERVICES, INC. (BROOKFIELD CT)

NY

10/30/2003 - 10/20/2004

QUICK & REILLY, INC. (NEW YORK NY)

NY

11/02/2000 - 10/30/2002

QUICK & REILLY, INC. (NEW YORK NY)

MO

10/01/2000 - 11/02/2000

FIRST UNION SECURITIES, INC. (ST. LOUIS MO)

NC

08/02/2000 - 10/01/2000

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

MA

03/31/2000 - 08/14/2000

BANKBOSTON INVESTOR SERVICES, INC. (BOSTON MA)

MA

06/03/1999 - 08/10/2000

FIS SECURITIES, INC. (BOSTON MA)

NY

10/06/1998 - 03/12/1999

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

RI

02/17/1994 - 03/04/1998

FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)

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Licenses & Designations

IA

Issued 11/11/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/03/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/01/2001

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 08/29/2001

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 08/11/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/1994

Series 7 - General Securities Representative Examination

BC

Issued 12/17/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There is public disclosure for Merritt Michael Zahner. Review regulatory record here.
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