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Julia Ann Zimm

Morgan Stanley

Paramus, NJ

New York, NY

CRD 6624032

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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:

Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2021-07-19
NY RA APPROVED 2021-04-27
TX RA APPROVED 2020-10-12
CT RA APPROVED 2020-09-30
  • NJ RA
    APPROVED
    Since 2021-07-19
  • NY RA
    APPROVED
    Since 2021-04-27
  • TX RA
    APPROVED
    Since 2020-10-12
  • CT RA
    APPROVED
    Since 2020-09-30

Branch Locations

Mack Center Iv, South 61, Paramus Road, Paramus, NJ 07652 • United States

One Penn Plaza 43Rd Floor, New York, NY 10119 • 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
Lenox Advisors Inc. New York NY 03/2016 08/2017
Ubs Financial Services Inc. White Plains NY 08/2016 08/2020
Morgan Stanley New York NY 09/2020 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-18
  • S66 Uniform Combined State Law Examination
    2019-06-18

View on SEC IAPD

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