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Zachary Zerring Goldberg

Morgan Stanley

Short Hills, NJ

Boca Raton, FL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-05-31
CA RA APPROVED 2023-06-16
NY RA APPROVED 2022-03-15
TX RA APPROVED_RES 2015-08-07
NJ RA APPROVED 2009-06-01
  • FL RA
    APPROVED
    Since 2024-05-31
  • CA RA
    APPROVED
    Since 2023-06-16
  • NY RA
    APPROVED
    Since 2022-03-15
  • TX RA
    APPROVED_RES
    Since 2015-08-07
  • NJ RA
    APPROVED
    Since 2009-06-01

Branch Locations

150 Jfk Parkway 2Nd Floor, Short Hills, NJ 07078 • United States

4855 Technology Way Suite 600, Boca Raton, FL 33431 • 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 Short Hills NJ 06/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 06/2009 → Present
    Morgan Stanley
    Short Hills, NJ
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
  • 2007-05-16 → 2009-06-01
    Citigroup Global Markets Inc.
    Warren, NJ
    Short Hills, NJ
    New York, NY
  • 2005-06-10 → 2007-04-27
    Ryan Beck & Co.
    New York, NY
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-06-08
  • S66 Uniform Combined State Law Examination
    2005-06-08

View on SEC IAPD

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Other Offices

LPL FINANCIAL LLC · SHORT HILLS, NJ
RIDGEWOOD INVESTMENTS · SPRINGFIELD, NJ
J.P. MORGAN SECURITIES LLC · SHORT HILLS, NJ
DORCHESTER ADVISORS LLC · SHORT HILLS, NJ
ESTEE ADVISORS LLC · SHORT HILLS, NJ
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SHORT HILLS, NJ
UNITED SUCCESS WEALTH MANAGEMENT · SHORT HILLS, NJ
TRANSAMERICA FINANCIAL ADVISORS, LLC · SHORT HILLS, NJ

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