Zachary Bransky (CRD# 6493285) is an Investment Advisor Representative working at Morgan Stanley in Tempe, AZ and has over 5 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Dynamic Wealth Partners, LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | Tempe, AZ | Mar 2022 - Current | 1 |
| Charles Schwab & Company, Inc. | Phoenix, AZ | May 2018 - Mar 2022 | 3 |
| Amazon.com | Goodyear, AZ | Feb 2016 - May 2018 | 2 |
| Unemployed | Flagstaff, AZ | Jan 2016 - Feb 2016 | < 1 |
| University Of Arizona Aquatics | Tucson, AZ | Aug 2015 - Dec 2015 | < 1 |
| North Star Resource Group | Phoenix, AZ | Jun 2015 - Aug 2015 | < 1 |
| University Of Arizona Aquatics | Tucson, AZ | Jan 2015 - Jun 2015 | < 1 |
| Full Time Student | Tucson, AZ | Sep 2014 - Dec 2014 | < 1 |
| Flagstaff Aquaplex | Flagstaff, AZ | Jun 2014 - Aug 2014 | < 1 |
| Full Time Education | Tucson, AZ | Sep 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2018 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- AZ
- TX
-
Total Assets Under Management1,185,061MILLIONS
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Total Number of Accounts2,233,188ACCOUNTS
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Average Account Value$530,659
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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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