Alexis M Zachary

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

• 10/2017 → 06/2018
  University Of California, Santa Barbara
  Santa Barbara, CA
• 09/2018 → 02/2019
  Cracker Barrel
  Phoenix, AZ
• 02/2019 → 04/2019
  Camelback Wealth Consultants
  Phoenix, AZ
• 02/2019 → 04/2019
  Nike
  Tempe, AZ
• 05/2019 → 08/2019
  Big Al's
  Ontario, CA
• 09/2019 → 05/2020
  Grand Canyon University
  Phoenix, AZ
• 06/2020 → 06/2021
  Voya Financial Advisors, Inc.
  Gilbert, AZ
• 06/2021 → 07/2021
  Cetera Advisor Networks Llc
  El Segundo, CA
• 07/2021 → 05/2022
  The Vanguard Group, Inc
  Scottsdale, AZ
• 06/2020 → 07/2021
  Rayhons Financial Solutions Llc
  Gilbert, AZ
• 06/2017 → 06/2018
  University Of California, Santa Barbara
  Goleta, CA
• 08/2013 → 05/2017
  Western Christian High School
  Upland, CA
• 08/2018 → 08/2020
  Grand Canyon University
  Phoenix, AZ
• 06/2022 → Present
  Morgan Stanley Smith Barney Llc
  Scottsdale, AZ

Previous Registrations

• 2021-08-16 → 2022-06-09
  Vanguard Advisers, Inc.
  Scottsdale, AZ
• 2021-06-09 → 2021-07-29
  Cetera Wealth Services, Llc
  Midvale, UT
  Gilbert, AZ
• 2021-01-20 → 2021-06-09
  Voya Financial Advisors, Inc.
  Gilbert, AZ
  Midvale, UT

Exams

• S66 Uniform Combined State Law Examination
  2020-12-02

Other Names

• Alexis Stigers
• Alexis Marie Stigers