Agustin Zavalia

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

• 02/2017 → 05/2018
  Wells Fargo Clearing Services, Llc
  Miami, FL
• 09/2016 → 01/2017
  Randstad
  Miami, FL
• 06/2018 → 08/2023
  Morgan Stanley
  New York, NY
• 10/2024 → Present
  Morgan Stanley
  New York, NY
• 09/2023 → 09/2024
  N/A
  New York, NY

Previous Registrations

• 2018-07-10 → 2023-09-12
  Morgan Stanley
  Miami, FL
  New York, NY
  Miami, FL
  New York, NY
  New York, NY
• 2017-07-05 → 2018-05-29
  Wells Fargo Clearing Services, Llc
  Miami, FL

Other Businesses

*628472 - Real Estate; Investment related: Yes; Brooklyn, New York; Rental Property; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 11/2024; During business hours: 0; After business hours: 1; Landlord duties

Exams

• S66 Uniform Combined State Law Examination
  2017-07-03

Other Names

• Agustin Zavalia
• Agustin Zavalia Lagos