Zachary ThomasCRD Number: 7423539
Current Firm: Morgan Stanley
Zachary Thomas (CRD# 7423539) is an Investment Advisor Representative working at Morgan Stanley in Leawood, KS and has 1 year of experience in the finance industry.
Financial Partners Group, Inc.
Mariner Wealth Advisors
Prime Capital Investment Advisors, LLC
|Morgan Stanley Smith Barney LLC||Leawood, KS||Aug 2021 - Current||< 1|
|Bank Of America||Kansas City, MO||Jan 2015 - Aug 2021||6|
|Jiffy Lube||Kansas City, MO||Nov 2012 - Jan 2015||2|
|Culver's||Raymore, MO||Mar 2012 - Nov 2012||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management1,311,935MILLIONS
Total Number of Accounts2,129,899ACCOUNTS
Average Account Value$615,961
- 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 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
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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