Maureen Zavatone, financial advisor Essex CT
88 score

Maureen Zavatone

CRD Number: 6422892
Current Firm: Morgan Stanley

Maureen Zavatone (CRD# 6422892) is an Investment Advisor Representative working at Morgan Stanley in Essex, CT and has 1 year of experience in the finance industry.

Similar Advisors
Robert Henderson, financial advisor Essex CT
Robert C. Henderson
CRD# 5089860
Lansdowne Wealth Management, LLC
Score
104
Similar Advisors
Harold Hartmann, financial advisor Essex CT
Harold H. Hartmann
CRD# 5580878
Sagepoint Financial, Inc.
Score
103
Similar Advisors
Geoffrey Kanner, financial advisor Essex CT
Geoffrey I. Kanner
CRD# 1975417
Kanner Financial Services LLC
Score
101
Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Sep 2015 - Current 1
Morgan Stanley Essex, CT Jun 2015 - Current 1
Fisher Investments Camas, WA Nov 2014 - Mar 2015 < 1
Bny Mellon West Hartford, CT Mar 1998 - Oct 2014 16
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2014
S63 Uniform Securities State Law Examination Aug 2015
Contact Info for Maureen O. Zavatone
Phone Number: 914-225-5510
Registered State(s):
  • CT
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

Ready to hire a financial advisor? Get competitive proposals from Maureen Zavatone and other advisors.
BADGES
88
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.