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Zachary Mersen Lovley

Morgan Stanley

Woodland Hills, CA

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2015-11-17
CA RA APPROVED 2011-01-26
  • TX RA
    APPROVED_RES
    Since 2015-11-17
  • CA RA
    APPROVED
    Since 2011-01-26

Branch Locations

21650 Oxnard Street Suite 1800, Woodland Hills, CA 91367 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Woodland Hills CA 01/2011 Present
Morgan Stanley Private Bank, N.A New York NY 05/2023 Present
  • 01/2011 → Present
    Morgan Stanley Smith Barney
    Woodland Hills, CA
  • 05/2023 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-10-28
S63 Uniform Securities Agent State Law Examination 2009-05-06
  • S65 Uniform Investment Adviser Law Examination
    2009-10-28
  • S63 Uniform Securities Agent State Law Examination
    2009-05-06

View on SEC IAPD

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Other Offices

MERCER GLOBAL ADVISORS INC. · Woodland Hills, CA
INDEPENDENT FINANCIAL GROUP, LLC · Woodland Hills, CA
VENTURA ADVISORS · WOODLAND HILLS, CA
LPL FINANCIAL LLC · WOODLAND HILLS, CA
LINCOLN INVESTMENT · WOODLAND HILLS, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Woodland Hills, CA
CITIGROUP GLOBAL MARKETS INC. · Woodland Hills, CA
CHELSEA MANAGEMENT COMPANY · WOODLAND HILLS, CA

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