Dennis
Zansler

Morgan Stanley

CRD#1786518
Investment Advisor
in Reno, NV

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About this Advisor

Dennis Zansler is a financial advisor operating in Reno, Nevada with a total of 14 years of industry experience. Zansler is an employee of Morgan Stanley. Throughout their career, Zansler has worked at Basic Concepts Financial Services, Morgan Stanley & Co., Inc, Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Zansler holds a Series 63 license, designating them as a securities agent, and can serve investors in Nevada and Texas. Morgan Stanley is an advisory firm that has its headquarters in Purchase, NY. The company has offices in 930 locations and a total of 28,000 people on staff. It oversees $1 trillion in assets under management across its 2,233,188 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 30,383 charitable organizations. Of its 2,233,188 client accounts, just 1% are held by high-net-worth investors who have at least $1 million in assets available to invest. The business provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors usually depend on which services are offered. Fees billed by Morgan Stanley likely are comprised of any blend of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63

Years Registered*

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Office Location

5390 Kietzke Lane Suite 200
Reno, NV 89511

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

NV Average: $7,464,549,021
Total Number of Employees

28,000

NV Average: 88
Total Number of Accounts

2,233,188

NV Average: 3,892
Average Account Size

$530,659

NV Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Dennis Zansler Work History

Dennis has been registered as a financial advisor for 14 years.*

2015 - Present (9 years)

Morgan Stanley Private Bank, National Association

2009 - Present (15 years)

Morgan Stanley Smith Barney

2007 - Present (17 years)

Morgan Stanley & Co., Inc

1987 - Present (37 years)

Basic Concepts Financial Services

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Dennis Zansler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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Teresa Orcutt
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Calvin Mason
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Melissa Moyer
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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