Keith
Zaccaria

Morgan Stanley

CRD#5081851
Investment Advisor
in New York, NY
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About this Advisor

Keith Zaccaria is a chartered financial analyst operating in New York, New York, who has been in the industry for 10 years. Zaccaria is currently employed by Morgan Stanley. Throughout their career, they have worked at Valmark Securities, Inc, Weiser Capital, Adrian Lee & Partners, Morgan Stanley and State Street Global Advisors. Zaccaria holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in New Jersey. Morgan Stanley is a firm that has its headquarters in New York, New York. It has offices in 702 locations and a total of 26,000 advisors. It has $735 billion in total assets among its 1,724,668 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 283 charitable organizations. The firm 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 the firm provides the client. Fees charged by Morgan Stanley likely include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years of Experience

10 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

Disclosures

No

Office Location

522 5Th Avenue
New York, NY 10036

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

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

26,000

NY Average: 88
Total Number of Accounts

1,815,592

NY Average: 3,892
Average Account Size

$401,659

NY Average: $1,917,921

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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

Keith Zaccaria Work History

Keith has 10 years of experience.

2016 - Present (3 years)

Morgan Stanley

2011 - 2016 (5 years)

Adrian Lee & Partners

2010 - 2011 (1 year)

State Street Global Advisors

2008 - 2009 (1 year)

Valmark Securities, Inc

2008 - 2009 (1 year)

Weiser Capital

Disclosures

Keith Zaccaria has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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