Zachary WatererCRD 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.
Rebel Financial, LLC
Pds Planning Inc.
Steele Investment Counsel, Ltd.
|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|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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