Zachary Isaiah Epstein

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

• 11/2019 → Present
  Morgan Stanley
  San Francisco, CA
• 09/2017 → 06/2019
  University Of California Santa Cruz
  Santa Cruz, CA
• 06/2018 → 01/2019
  Nordstrom
  Walnut Creek, CA
• 09/2015 → 06/2017
  Santa Barbara City College
  Santa Barbara, CA
• 06/2019 → 11/2019
  Job Search
  Pleasant Hill, CA

Exams

• S66 Uniform Combined State Law Examination
  2020-09-14

Other Names

• Zachary Epstein