Zane Uriah Ouellette

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

• 01/2020 → 09/2020
  E*Trade Securities Llc
  Alpharetta, GA
• 07/2019 → 01/2020
  Office Depot
  Sandy Springs, GA
• 03/2018 → 05/2019
  Das Outfitters
  Chamblee, GA
• 06/2017 → 01/2018
  Precision Pipeline
  Lancaster, OH
• 08/2016 → 01/2017
  Kd Construction
  West Palm Beach, FL
• 01/2017 → 05/2017
  Georgia State University
  Atlanta, GA
• 09/2020 → 11/2020
  E*Trade Securities Llc
  Alpharetta, GA
• 11/2020 → 09/2023
  E*Trade Securities Llc
  Alpharetta, GA
• 09/2023 → Present
  Morgan Stanley
  Gilbert, AZ

Exams

• S66 Uniform Combined State Law Examination
  2025-09-15
• S63 Uniform Securities Agent State Law Examination
  2020-08-10