Zachary Waterer, financial advisor Columbus OH
90 score

Zachary Waterer

CRD Number: 5883820
Current Firm: Morgan Stanley

Zachary Waterer (CRD# 5883820) is an Investment Advisor Representative working at Morgan Stanley in Columbus, OH and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Smith Barney Columbus, OH Jan 2011 - Current 5
Ohio Christian University Circleville, OH Apr 2009 - Jun 2011 2
Stat Express Delivery Worthington, OH Sep 2008 - Jan 2011 2
Donatos Pizza New Albany, OH Apr 2006 - Sep 2008 2
Sunrise LLC New Albany, OH Apr 2007 - Jul 2007 < 1
Ohio State Oniversity Columbus, OH Sep 2002 - Dec 2006 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2011
Contact Info for Zachary S. Waterer
Phone Number: 914-225-5510
Registered State(s):
  • TX
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
90
Clean Record
This advisor has a clean track record with regulators.

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