Zachary David Berg

Claim This Profile

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-01-07
IL	RA	APPROVED	2024-10-11

TX RA
APPROVED

Since 2025-01-07
IL RA
APPROVED

Since 2024-10-11

Branch Locations

2211 York Road Suite 100, Oak Brook, IL 60523 • 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

Organization	City	State	From	To
Morgan Stanley	Oak Brook	IL	05/2024	Present
Unemployed	Glen Ellyn	IL	11/2023	05/2024
Newpoint Advisors Corporation	Schaumburg	IL	03/2023	10/2023
Unemployed	Glen Ellyn	IL	06/2022	02/2023
Tulane University Mail Services	New Orleans	LA	09/2018	05/2022
Morgan Stanley	Oak Brook	IL	06/2021	08/2021
Tulane University	New Orleans	LA	08/2018	05/2022
Benet Academy High School	Lisle	IL	05/2014	05/2018
Amc Dine-In Yorktown 18	Lombard	IL	06/2019	08/2019
Unemployed	Glen Ellyn	IL	06/2018	07/2018
Morgan Stanley Private Bank, N.A	New York	NY	11/2024	Present

05/2024 → Present

Morgan Stanley

Oak Brook, IL
11/2023 → 05/2024

Unemployed

Glen Ellyn, IL
03/2023 → 10/2023

Newpoint Advisors Corporation

Schaumburg, IL
06/2022 → 02/2023

Unemployed

Glen Ellyn, IL
09/2018 → 05/2022

Tulane University Mail Services

New Orleans, LA
06/2021 → 08/2021

Morgan Stanley

Oak Brook, IL
08/2018 → 05/2022

Tulane University

New Orleans, LA
05/2014 → 05/2018

Benet Academy High School

Lisle, IL
06/2019 → 08/2019

Amc Dine-In Yorktown 18

Lombard, IL
06/2018 → 07/2018

Unemployed

Glen Ellyn, IL
11/2024 → Present

Morgan Stanley Private Bank, N.A

New York, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-10-11

S66 Uniform Combined State Law Examination

2024-10-11

Other Names

Zach Berg
Zachary D Berg

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

WEALTHQUEST CORPORATION

ERGAWEALTH ADVISORS, INC.

CETERA INVESTMENT ADVISERS LLC

LPL FINANCIAL LLC

GEIGER WEALTH MANAGEMENT

Other Investors

TODD BRENDAN SCHROEDER

MICHAEL CHRISTOPHER LEE

DANIEL P SCHIPITSCH

Anthony Joesph Bittman

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAK BROOK, IL

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · OAK BROOK, IL

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAK BROOK, IL

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Oak Brook, IL

WEALTHQUEST CORPORATION · OAK BROOK, IL

ERGAWEALTH ADVISORS, INC. · OAK BROOK, IL

CETERA INVESTMENT ADVISERS LLC · OAK BROOK, IL

LPL FINANCIAL LLC · OAK BROOK, IL

More in Oak Brook, IL

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor