Muhammad Zahoor, financial advisor San Mateo CA
93 score

Muhammad Zahoor

CRD Number: 6047353
Current Firm: Morgan Stanley

Muhammad Zahoor (CRD# 6047353) is an Investment Advisor Representative working at Morgan Stanley in San Mateo, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Dec 2015 - Current 2
Morgan Stanley San Mateo, CA Sep 2015 - Current 2
Bank Of America, N.a. San Jose, CA Apr 2013 - Sep 2015 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose, CA Apr 2012 - Sep 2015 3
The Royal Bank Of Scotland Duabi, May 2008 - Mar 2012 3
Nafa Mutual Funds Lahore, Jan 2000 - Apr 2008 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2013
Contact Info for Muhammad A. Zahoor
Phone Number: 914-225-5510
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    598,503
    MILLIONS
  • Total Number of Accounts
    1,610,240
    ACCOUNTS
  • Average Account Value
    $371,685
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 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
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, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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