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Zachary Michael Messerino

Morgan Stanley

Rochester, NY

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-04-27
NY RA APPROVED 2021-06-16
NJ RA APPROVED 2017-03-02
  • TX RA
    APPROVED_RES
    Since 2023-04-27
  • NY RA
    APPROVED
    Since 2021-06-16
  • NJ RA
    APPROVED
    Since 2017-03-02

Branch Locations

300 Linden Oaks Suite 200, Rochester, NY 14625 • 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
Wells Fargo Advisors Llc Rochester NY 04/2015 11/2016
Wells Fargo Clearing Services, Llc Rochester NY 11/2016 03/2017
Morgan Stanley New York NY 03/2017 Present
Morgan Stanley Private Bank, National Association New York NY 03/2017 Present
  • 04/2015 → 11/2016
    Wells Fargo Advisors Llc
    Rochester, NY
  • 11/2016 → 03/2017
    Wells Fargo Clearing Services, Llc
    Rochester, NY
  • 03/2017 → Present
    Morgan Stanley
    New York, NY
  • 03/2017 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-09-10
S63 Uniform Securities Agent State Law Examination 2014-09-18
  • S66 Uniform Combined State Law Examination
    2015-09-10
  • S63 Uniform Securities Agent State Law Examination
    2014-09-18
Other Names
  • Zach Michael Messerino
  • Zachary M Messerino

View on SEC IAPD

Other Firms

COMMONWEALTH FINANCIAL NETWORK
NOVEM GROUP
OSAIC WEALTH, INC.
EDELMAN FINANCIAL ENGINES
RISE ADVISORS, LLC
UBS FINANCIAL SERVICES INC.
MARINER
OAK CREST ADVISORY, LLC

Other Investors

THERESA CLARE KENYON
JAMES HAROLD HARMAN
GEORGIANN VALLEE COLLINS
NICHOLAS J TAGLIARINO
AMY P STRUTT
HEATHER LYNN LUCAS
CHAD ROBERT JACOB
JASON ANTHONY MILNER

Other Offices

COMMONWEALTH FINANCIAL NETWORK · ROCHESTER, NY
NOVEM GROUP · ROCHESTER, NY
OSAIC WEALTH, INC. · ROCHESTER, NY
EDELMAN FINANCIAL ENGINES · ROCHESTER, NY
RISE ADVISORS, LLC · ROCHESTER, NY
UBS FINANCIAL SERVICES INC. · ROCHESTER, NY
MARINER · Rochester, NY
UBS FINANCIAL SERVICES INC. · Rochester, NY

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