Zachary Kneeland, financial advisor Buffalo NY
89 score

Zachary Kneeland

CRD Number: 6145466
Current Firm: Morgan Stanley

Zachary Kneeland (CRD# 6145466) is an Investment Advisor Representative working at Morgan Stanley in Buffalo, NY and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Oct 2015 - Current 1
Morgan Stanley Buffalo, NY Sep 2015 - Current 1
The Jake Inc. Kenmore, NY Jul 2015 - Current 1
Clarence Soccer Club Clarence, NY Jun 2003 - Current 13
First Niagara Snyder, NY Jul 2014 - Aug 2015 1
Lpl Financial LLC Snyder, NY Jun 2013 - Aug 2015 2
First Niagara Snyder, NY Feb 2013 - Jul 2014 1
Cozumel Buffalo, NY Oct 2009 - Oct 2012 3
University At Buffalo Buffalo, NY Aug 2009 - Jan 2012 2
Barcelona Buffalo, NY Mar 2010 - Jul 2011 1
Olive Garden Amherst, NY Aug 2009 - Dec 2010 1
Wolfgang Puck Catering Los Angeles, CA Nov 2008 - Jun 2009 < 1
Olive Garden Burbank, CA Apr 2008 - Jun 2009 1
California Pizza Kitchen Burbank, CA Nov 2006 - Jun 2009 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Zachary R. Kneeland
Phone Number: 914-225-5510
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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