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Cody Zweifel

Morgan Stanley

Dallas, TX

Holladay, UT

CRD 6196481

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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
UT RA APPROVED 2025-11-12
TX RA APPROVED 2025-11-07
  • UT RA
    APPROVED
    Since 2025-11-12
  • TX RA
    APPROVED
    Since 2025-11-07

Branch Locations

2121 North Pearl Street Suite 500, Dallas, TX 75201 • United States

6510 South Millrock Drive Suite 100, Holladay, UT 84121 • 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
Ubs Financial Services Inc. Dallas TX 06/2015 10/2025
Morgan Stanley Smith Barney Llc Dallas TX 11/2025 Present
Morgan Stanley Smith Barney Llc Holladay UT 11/2025 Present
Morgan Stanley Private Bank, N.A New York NY 11/2025 Present
  • 06/2015 → 10/2025
    Ubs Financial Services Inc.
    Dallas, TX
  • 11/2025 → Present
    Morgan Stanley Smith Barney Llc
    Dallas, TX
  • 11/2025 → Present
    Morgan Stanley Smith Barney Llc
    Holladay, UT
  • 11/2025 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-10-09
  • S66 Uniform Combined State Law Examination
    2015-10-09
Designations
  • Certified Financial Planner
Other Names
  • Frederick Cody Zweifel

View on SEC IAPD

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