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Zachary C Smith

Morgan Stanley

Tampa, FL

CRD 7145338

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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
FL RA APPROVED 2021-12-08
TX RA APPROVED 2021-12-07
  • FL RA
    APPROVED
    Since 2021-12-08
  • TX RA
    APPROVED
    Since 2021-12-07

Branch Locations

4050 West Boy Scout Boulevard, Tampa, FL 33607 • 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
Pruco Securities Llc Tampa FL 06/2019 04/2020
Focal Point Data Risk Tampa FL 08/2018 02/2019
Full-Time Education Tampa FL 03/2019 05/2019
Olive Garden Tampa GA 12/2017 08/2018
Full-Time Education Tampa FL 06/2017 12/2017
Primerica Tampa FL 02/2017 06/2017
Temple Terrace Rec Center Temple Terrace FL 05/2016 01/2017
Morgan Stanley Temple Terrace FL 10/2021 Present
Pennymac Loan Services Tampa FL 05/2020 10/2021
Morgan Stanley Private Bank, N.A New York NY 11/2023 Present
  • 06/2019 → 04/2020
    Pruco Securities Llc
    Tampa, FL
  • 08/2018 → 02/2019
    Focal Point Data Risk
    Tampa, FL
  • 03/2019 → 05/2019
    Full-Time Education
    Tampa, FL
  • 12/2017 → 08/2018
    Olive Garden
    Tampa, GA
  • 06/2017 → 12/2017
    Full-Time Education
    Tampa, FL
  • 02/2017 → 06/2017
    Primerica
    Tampa, FL
  • 05/2016 → 01/2017
    Temple Terrace Rec Center
    Temple Terrace, FL
  • 10/2021 → Present
    Morgan Stanley
    Temple Terrace, FL
  • 05/2020 → 10/2021
    Pennymac Loan Services
    Tampa, FL
  • 11/2023 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-07
  • S66 Uniform Combined State Law Examination
    2021-12-07
Other Names
  • Zachary Caleb Smith

View on SEC IAPD

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