Zachary R Einsel

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

• 10/2020 → 03/2021
  Td Ameritrade
  Omaha, NE
• 06/2019 → 10/2020
  Wilderness Ridge
  Lincoln, NE
• 01/2019 → 12/2019
  Panda Express
  Lincoln, NE
• 05/2018 → 07/2018
  Millard North High School
  Omaha, NE
• 01/2018 → 05/2018
  Arby's
  Lincoln, NE
• 06/2017 → 08/2017
  Oriental Trading Company
  Omaha, NE
• 08/2016 → 05/2020
  University Of Nebraska-Lincoln
  Lincoln, NE
• 03/2021 → 07/2021
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 08/2021 → Present
  Morgan Stanley Smith Barney Llc
  Gilbert, AZ
• 11/2023 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2021-09-16
• S63 Uniform Securities Agent State Law Examination
  2021-02-19

Other Names

• Zach Einsel
• Zachary Einsel
• Zachary Ryan Einsel