Errol Zoog

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2015 → 10/2017
  Morgan Stanley
  Columbus, OH
• 11/2017 → 06/2018
  J.P. Morgan Securities Llc
  Columbus, OH
• 10/2017 → 06/2018
  Jpmorgan Chase Bank, N.A.
  Columbus, OH
• 05/2018 → 04/2020
  Morgan Stanley
  Columbus, OH
• 04/2020 → 09/2021
  J.P. Morgan Securities Llc
  Westerville, OH
• 04/2020 → 09/2021
  Jpmorgan Chase Bank, N.A.
  Westerville, OH
• 08/2012 → 09/2021
  37 Celsius Llc
  Pickerington, OH
• 07/2019 → 09/2021
  Equitable Distributions Llc
  Gahanna, OH
• 09/2021 → 05/2022
  Fidelity Investments
  Pickerington, OH
• 05/2022 → Present
  Morgan Stanley
  Charlotte, NC

Previous Registrations

• 2021-12-15 → 2022-05-16
  Fidelity Personal And Workplace Advisors
  Covington, KY
  Pickerington, OH
• 2020-04-29 → 2021-10-04
  J.P. Morgan Securities Llc
  Columbus, OH
  Westerville, OH
  Westerville, OH
  Westerville, OH
• 2018-08-28 → 2020-04-20
  Morgan Stanley
  Columbus, OH
  Purchase, NY
  Columbus, OH

Other Businesses

*503223 : 37 Celsius LLC ; Investment related : Yes ; Pickerington ; Ohio ; Art/Culture:Publishing ; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent) ; 8/2012 ; During business hours : 0 ; After business hours : 1 ; Administrative

Exams

• S66 Uniform Combined State Law Examination
  2018-08-28

Other Names

• Errol William Zoog
• Errol Zoog