Merritt Michael Zahner

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

• 05/2010 → Present
  Morgan Stanley Smith Barney
  Madison, CT
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2009-10-23 → 2010-05-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Clinton, CT
  Old Lyme, CT
  Milford, CT
• 2006-10-31 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Old Lyme, CT
  Milford, CT
  Milford, CT
  Milford, CT
  Clinton, CT
• 2005-12-05 → 2006-11-08
  Validea Capital Management Llc
  Fairfield, CT
• 2004-10-20 → 2005-12-05
  Banc Of America Investment Services, Inc.
  Clinton, CT
  Derby, CT
  Shelton, CT
  New Haven, CT
  Norwich, CT
  Branford, CT
  Seymour, CT
  Bridgeport, CT
  Milford, CT
  Meriden, CT
  Bridgeport, CT
  New Haven, CT
  Hamden, CT
  East Haven, CT
  New Haven, CT
  Cheshire, CT
  Chester, CT
  Milford, CT
  New Haven, CT
  Hamden, CT
  New London, CT
  Madison, CT
  New Haven, CT
  Stratford, CT
  Milford, CT
  New Haven, CT
  North Haven, CT
  Ansonia, CT
  East Haddam, CT
  Meriden, CT
  West Haven, CT
  Orange, CT
  Monroe, CT
  Huntington, CT
  Mystic, CT
  Norwichtown, CT
  Stratford, CT
  New Haven, CT
  New Haven, CT
  Uncasville, CT
  East Hampton, CT
  Wallingford, CT
  Stratford, CT
  Colchester, CT
  Stonington, CT
  North Branford, CT
  Southbury, CT
  New Milford, CT
  Brookfield, CT
  Fairfield, CT
  Fairfield, CT
  Trumbull, CT
  Bridgeport, CT
  Fairfield, CT
  Bethel, CT
  Bridgeport, CT
  Danbury, CT
  Danbury, CT
  Danbury, CT
  Bridgeport, CT
  Danbury, CT
  Bridgeport, CT
  Ridgefield, CT
  Trumbull, CT
  Bridgeport, CT
  Guilford, CT
• 2003-10-30 → 2004-10-20
  Quick & Reilly, Inc.
  Orange, CT
• 2002-11-22 → 2003-10-23
  Fisher Investments
  Omaha, NE

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-11-11
• S63 Uniform Securities Agent State Law Examination
  1994-02-03