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Robert Donald Zorich

Morgan Stanley

Duvall, WA

Bellevue, WA

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-08-06
WA RA APPROVED 2009-06-01
  • TX RA
    APPROVED_RES
    Since 2021-08-06
  • WA RA
    APPROVED
    Since 2009-06-01

Branch Locations

Duvall, WA • United States

500 108Th Avenue, North East Suite 1900, Bellevue, WA 98004 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Morgan Stanley Bellevue WA 06/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 06/2009 → Present
    Bellevue, WA
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Bellevue, WA
  • 1997-09-30 → 2007-04-02
    Morgan Stanley Dw Inc.
    Bellevue, WA
    Bellevue, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-08-27
S63 Uniform Securities Agent State Law Examination 1993-08-10
  • S65 Uniform Investment Adviser Law Examination
    1993-08-27
  • S63 Uniform Securities Agent State Law Examination
    1993-08-10
Other Names
  • Robert Zorich
  • Robert Donald Zorich
  • Robert Donald Zorich Jr
  • Robert Donald Zorich Jr.

View on SEC IAPD

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