Advisor at Morgan Stanley
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Morgan Stanley
Location
Alpharetta, GA 30005
Credentials
Series 63, Series 66
Industry experience
1 year
Client services
Based on Morgan Stanley
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Asset allocation advice
Location
3 Edison Drive
Alpharetta, GA 30005
Most active in
Zimanei S has reported serving >5 clients in these states in the last 12 months.
Georgia · Texas
Work history
Lyft, Inc
2023 - Present (3 years)
Uber Technologies, Inc
2022 - Present (4 years)
Morgan Stanley
2022 - Present (4 years)
El Bandido Restaurant
2022 - 2022 (1 year)
CareMetx, LLC
2021 - 2022 (1 year)
Sevananda Natural Health Food Store
2021 - 2021 (1 year)
Unemployed
2020 - 2021 (1 year)
The Social Co
2020 - 2020 (1 year)
Comforting Care Givers
2019 - 2020 (1 year)
Star Education
2019 - 2019 (1 year)
Student
2017 - 2019 (2 years)
Unemployed
2016 - 2017 (1 year)
University of La Verne
2016 - 2016 (1 year)
Student
2015 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Elbert M
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McWilliams Financial Advisory Group LLC
Marcus G
Series 63, Series 65
Canton, GA
Gustafsson Wealth Management, Inc.
Ali S
CFP®, Series 63
Alpharetta, GA
Cwpim
Akhilesh M
Series 65
Johns Creek, GA
Kuber Capital Management, LLC
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