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Merritt Michael Zahner

Morgan Stanley

Woodstock, VT

Madison, CT

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2023-04-04
VT RA APPROVED 2023-03-30
TX RA APPROVED 2022-01-05
CT RA APPROVED 2010-05-14
  • NH RA
    APPROVED
    Since 2023-04-04
  • VT RA
    APPROVED
    Since 2023-03-30
  • TX RA
    APPROVED
    Since 2022-01-05
  • CT RA
    APPROVED
    Since 2010-05-14

Branch Locations

Woodstock, VT • United States

741 Boston Post Road, Madison, CT 06443 • 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 Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Madison CT 05/2010 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 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
    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
    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
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-11-11
S63 Uniform Securities Agent State Law Examination 1994-02-03
  • S65 Uniform Investment Adviser Law Examination
    2002-11-11
  • S63 Uniform Securities Agent State Law Examination
    1994-02-03

View on SEC IAPD

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