Brian
Zajac

Morgan Stanley

CRD#7444859
Investment Advisor
in Seattle, WA

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About this Advisor

Brian Zajac is a financial advisor operating out of Seattle, Washington with 1 year of relevant experience. Zajac works at Morgan Stanley. Throughout their career, they have worked at Morgan Stanley Smith Barney LLC and Costco Wholesale. Zajac maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Texas and Washington. Morgan Stanley is a financial advisory company operating out of Purchase, NY. The company has offices in 930 locations and a total of 28,000 advisors. It manages $1 trillion in assets between its 2,233,188 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides services to 30,383 charities and foundations. Of its 2,233,188 customer accounts, just 1% are held by high-net-worth clients who have greater than $1 million in assets. Morgan Stanley provides a number of services, such as 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 typically depend on the type of services. Fees charged by Morgan Stanley can be comprised of any blend of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

601 Union Street, Two Union Square Suite 5200
Seattle, WA 98101

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

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

28,000

WA Average: 88
Total Number of Accounts

2,233,188

WA Average: 3,892
Average Account Size

$530,659

WA 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

Brian Zajac Work History

Brian has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Morgan Stanley Smith Barney LLC

2018 - 2021 (3 years)

Costco Wholesale

*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 Brian Zajac 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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Charles Doering
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Johnny Williams
Columbia, SC
Calvin Mason
Pueblo, CO
Margret Birch
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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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