Nima Zahir

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

• 06/2013 → 08/2018
  Beverly Hills Public Library
  Beverly Hills, CA
• 06/2019 → 04/2020
  Tcfg Wealth Management, Llc
  Northridge, CA
• 09/2014 → 12/2016
  Fzinvestment Inc
  Los Angeles, CA
• 01/2017 → 06/2019
  Fzinvestment Inc
  Los Angeles, CA
• 04/2020 → 08/2021
  E*Trade Securities Llc
  Los Angeles, CA
• 04/2020 → 08/2021
  E*Trade Capital Management Llc
  Los Angeles, CA
• 08/2021 → Present
  E*Trade Securities Llc
  Los Angeles, CA
• 08/2021 → Present
  E*Trade Capital Management Llc
  Los Angeles, CA
• 03/2023 → Present
  Morgan Stanley
  Los Angeles, CA
• 09/2023 → Present
  Morgan Stanley
  Los Angeles, CA
• 09/2023 → Present
  Morgan Stanley
  Los Angeles, CA

Previous Registrations

• 2020-05-18 → 2023-09-05
  Harrisdirect Llc
  Los Angeles, CA
  Arlington, VA
  Los Angeles, CA

Exams

• S66 Uniform Combined State Law Examination
  2020-05-18