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William Z Zhao

Morgan Stanley

Wellesley, MA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-03-19
RI RA APPROVED 2015-01-27
  • TX RA
    APPROVED_RES
    Since 2020-03-19
  • RI RA
    APPROVED
    Since 2015-01-27

Branch Locations

112 Worcester Street, Wellesley, MA 02481 • 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 Wellesley MA 01/2014 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 01/2014 → Present
    Wellesley, MA
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Other Businesses

*184539 - Rental Property; Investment Related - Yes; clermont, Florida; Real Estate; Other (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 11/2010; During Business Hours: 0; After Business Hours: 0; Other. *184541 - Rental Property; Investment Related - Yes; davenport, Florida; Real Estate; Other (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 03/2010; During Business Hours: 0; After Business Hours: 0; Other.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-03-28
  • S66 Uniform Combined State Law Examination
    2014-03-28
Other Names
  • Zhong Zhao

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