Morgan Stanley

Investment Advisor
in New York, NY
Are you Keith Zaccaria? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

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



Office Location

522 5Th Avenue
New York, NY 10036

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Morgan Stanley Brokerage Details

Total Assets Under Management


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


NY Average: 88
Total Number of Accounts


NY Average: 3,892
Average Account Size


NY Average: $1,917,921

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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


Keith Zaccaria has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started