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Zachary J Dimonekas

Morgan Stanley

New York, NY

Palo Alto, CA

CRD 7345695

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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
TX RA APPROVED 2025-11-20
NY RA APPROVED 2023-12-25
  • TX RA
    APPROVED
    Since 2025-11-20
  • NY RA
    APPROVED
    Since 2023-12-25

Branch Locations

55 East 52Nd Street 7Th Floor, New York, NY 10055 • United States

245 Lytton Avenue Suite 200, Palo Alto, CA 94301 • 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 New York NY 08/2021 Present
Morgan Stanley New York NY 08/2020 08/2020
Rockefeller Capital Management New York NY 05/2019 07/2019
Coastal Bridge Advisors Westport CT 06/2018 07/2018
Unemployed/Student Darien CT 08/2005 08/2021
  • 08/2021 → Present
    Morgan Stanley
    New York, NY
  • 08/2020 → 08/2020
    Morgan Stanley
    New York, NY
  • 05/2019 → 07/2019
    Rockefeller Capital Management
    New York, NY
  • 06/2018 → 07/2018
    Coastal Bridge Advisors
    Westport, CT
  • 08/2005 → 08/2021
    Unemployed/Student
    Darien, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-23
S63 Uniform Securities Agent State Law Examination 2021-09-03
  • S65 Uniform Investment Adviser Law Examination
    2023-12-23
  • S63 Uniform Securities Agent State Law Examination
    2021-09-03
Other Names
  • Zach J Dimonekas

View on SEC IAPD

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