Best Investors Account Sign in

Zachary G Goddard

Morgan Stanley

Bethesda, MD

Claim This Profile
Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2025-08-20
TX RA APPROVED 2025-07-11
MD RA APPROVED 2025-07-03
  • DC RA
    APPROVED
    Since 2025-08-20
  • TX RA
    APPROVED
    Since 2025-07-11
  • MD RA
    APPROVED
    Since 2025-07-03

Branch Locations

7500 Old Georgetown Road 10Th Floor, Bethesda, MD 20814 • 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 Smith Barney Llc Bethesda MD 08/2021 08/2023
Bank Of America Washington D.C DC 08/2019 08/2021
Iivs Gaithersburg MD 04/2019 06/2019
University Of Maryland College Park MD 07/2014 01/2019
Food And Drug Administration Silver Spring MD 06/2017 08/2017
Truist Investment Services, Inc. Greenville NC 10/2023 06/2025
Morgan Stanley Bethesda MD 06/2025 Present
  • 08/2021 → 08/2023
    Morgan Stanley Smith Barney Llc
    Bethesda, MD
  • 08/2019 → 08/2021
    Bank Of America
    Washington D.C, DC
  • 04/2019 → 06/2019
    Iivs
    Gaithersburg, MD
  • 07/2014 → 01/2019
    University Of Maryland
    College Park, MD
  • 06/2017 → 08/2017
    Food And Drug Administration
    Silver Spring, MD
  • 10/2023 → 06/2025
    Truist Investment Services, Inc.
    Greenville, NC
  • 06/2025 → Present
    Morgan Stanley
    Bethesda, MD
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-21
  • S66 Uniform Combined State Law Examination
    2022-04-21

View on SEC IAPD

Other Firms

LGG FINANCIAL
BLUE SPARROW FUNDS GP LLC
KALAMATA ASSET MANAGEMENT LLC
GLASSY MOUNTAIN ADVISORS, INC.
NOORDZEE CAPITAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
HIGHTOWER ADVISORS, LLC
GOLDEN WEALTH STRATEGIES

Other Investors

Brian Craig Luts
DAVID MICHAEL GREENLEIGH
JAMIE LYNN BIGSBY
Brian Hawthorne-Codato
William K McCaffrey
ALEXANDER SIDNEY JOHANNES LEVY
JOHN BUSCO
FREDERICK THOMAS TURNER

Other Offices

LGG FINANCIAL · BETHESDA, MD
BLUE SPARROW FUNDS GP LLC · BETHESDA, MD
KALAMATA ASSET MANAGEMENT LLC · BETHESDA, MD
GLASSY MOUNTAIN ADVISORS, INC. · BETHESDA, MD
NOORDZEE CAPITAL LLC · BETHESDA, MD
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BETHESDA, MD
HIGHTOWER ADVISORS, LLC · BETHESDA, MD
GOLDEN WEALTH STRATEGIES · Bethesda, MD

More in Bethesda, MD

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor