Zachary Wagner (CRD# 7362706) is an Investment Advisor Representative working at Morgan Stanley in Temple Terrace, FL and has 1 year of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley Private Bank, N.a | New York, NY | Nov 2022 - Current | < 1 |
| Morgan Stanley | Temple Terrace, FL | Jun 2021 - Current | 2 |
| Ojm Group | Cincinnati, OH | Oct 2019 - May 2021 | 1 |
| Clear Vision Communications | Independence, OH | May 2019 - Aug 2019 | < 1 |
| Buckeye Super Wash | Medina, OH | Aug 2015 - May 2019 | 3 |
| Skeeter Treaters LLC | Medina, OH | May 2018 - Aug 2018 | < 1 |
| White Box Pizzeria | Medina, OH | May 2017 - Aug 2017 | < 1 |
| School | Medina, OH | Jan 2010 - Aug 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2021 |
- FL
- TX
-
Total Assets Under Management1,185,061MILLIONS
-
Total Number of Accounts2,233,188ACCOUNTS
-
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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