Best Investors Account Sign in

Zachary Taylor Mulherin

Morgan Stanley

Peachtree City, GA

CRD 8152680

Claim This Profile
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
TX RA APPROVED 2025-12-12
GA RA APPROVED 2025-10-07
  • TX RA
    APPROVED
    Since 2025-12-12
  • GA RA
    APPROVED
    Since 2025-10-07

Branch Locations

500 Westpark Dr Suite 100, Peachtree City, GA 30269 • 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 Peachtree City GA 09/2025 Present
Presidio Atlanta GA 06/2015 08/2025
Morgan Stanley Private Bank, N.A New York NY 10/2025 Present
  • 09/2025 → Present
    Morgan Stanley
    Peachtree City, GA
  • 06/2015 → 08/2025
    Presidio
    Atlanta, GA
  • 10/2025 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-19
  • S66 Uniform Combined State Law Examination
    2025-07-19
Other Names
  • Zack Mulherin
  • Zachary T Mulherin

View on SEC IAPD

More in Peachtree City, GA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor