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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
Years of Experience
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Morgan Stanley Brokerage Details
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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
Keith Zaccaria Work History
Keith has 10 years of experience.
Adrian Lee & Partners
State Street Global Advisors
Valmark Securities, Inc
Keith Zaccaria has no disclosures.
Please visit their SEC profile for more details.