Zachary Asa Koffler

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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2020-04-15
GA	RA	APPROVED	2013-06-20

TX RA
APPROVED_RES

Since 2020-04-15
GA RA
APPROVED

Since 2013-06-20

Branch Locations

3280 Peachtree Road North East Suite1600, Atlanta, GA 30305 • 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

Organization	City	State	From	To
Morgan Stanley Smith Barney Llc	Atlanta	GA	06/2013	Present
Morgan Stanley Private Bank, N.A.	New York	NY	01/2015	Present

06/2013 → Present

Morgan Stanley Smith Barney Llc

Atlanta, GA
01/2015 → Present

Morgan Stanley Private Bank, N.A.

New York, NY

Previous Registrations

2011-11-07 → 2013-06-12

Ubs Financial Services Inc.

Atlanta, GA

Other Businesses

(1) 543758 - Jewish Family & Career Services; Not Investment Related; Atlanta, GA; Charitable, Non-Profit; Finance Committee, Advisory Board; Start January 2014 ; During business hours: 0; After business hours: 10; Accounting/Bookkeeping. (2) 550841 - 2719 Craigie Ave LLC ; Investment Related ; Decatur, GA ; Rental Property ; Sole Proprietor/Owner ;Start April 2023 ; During business hours: 5; After business hours: 5; Property Management. (3) 588115 - Diventures; Not Investment Related; Alpharetta, GA; Recreation, Education; Contractor, Dive Master (in Training); Start March 2024; During business hours: 0; After business hours: 4; Customer Service, Labor/Service. (4) *673342 - 1373 Markan LLC; Investment related: Yes; Atlanta, Georgia; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2025; During business hours: 0; After business hours: 10; Property Management (5)*673369 - 985 Church Street LLC; Investment related: Yes; Atlanta, Georgia; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2025; During business hours: 0; After business hours: 10; Property Management (6) *408266 - BLDK Real Estate LLC; Investment related: Yes; Atlanta, Georgia; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 08/2020; During business hours: 0; After business hours: 8; Business Development/Growth:Check Signing/Funds Disbursements:Investment Decisions/Advice:Property Management

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-11-03

S66 Uniform Combined State Law Examination

2011-11-03

Other Names

Zachary Koffler
Zak Koffler

View on SEC IAPD