Zachary Falbo (CRD# 6685844) is an Investment Advisor Representative working at Morgan Stanley in Fredericktown, OH and has over 7 years of experience in the finance industry.
CRD# 2278230
Lpl Financial LLC
CRD# 2898995
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2716981
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley | Alpharetta, GA | Sep 2023 - Current | < 1 |
| Morgan Stanley | Alpharetta, GA | Sep 2023 - Current | < 1 |
| Morgan Stanley | Alpharetta, GA | Mar 2023 - Current | 1 |
| E*trade Securities LLC | Alpharetta, GA | Jul 2021 - Current | 2 |
| E*trade Capital Management LLC | Alpharetta, GA | Jul 2021 - Current | 2 |
| Unemployed | Pensacola, FL | Feb 2021 - Jun 2021 | < 1 |
| Td Ameritrade, Inc. | Pensacola, FL | Feb 2018 - Jan 2021 | 2 |
| Td Ameritrade Investment Management, LLC | Omaha, NE | Feb 2018 - Jan 2021 | 2 |
| Scottrade, Inc. | Pensacola, FL | Aug 2016 - Jan 2018 | 1 |
| Regions Bank | Pensacola, FL | Aug 2015 - Jul 2016 | < 1 |
| Teksystems | Pensacola, FL | Nov 2014 - Jun 2015 | < 1 |
| Capital Choice Financial Investments Inc. | Pensacola, FL | Nov 2014 - Mar 2015 | < 1 |
| Securus Select | Lagrange, GA | Aug 2014 - Oct 2014 | < 1 |
| Pensacola Christian College Inc. | Pensacola, FL | Sep 2008 - May 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2017 |
- FL
- GA
- OH
- TX
-
Total Assets Under Management1,402,426MILLIONS
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Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- 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
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, WY
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