Zachary John Bouslog

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

• 09/2014 → 09/2018
  Jackson National Life Distributors Llc
  Denver, CO
• 09/2018 → 04/2022
  Transamerica Capital Inc.
  Denver, CO
• 04/2022 → Present
  Morgan Stanley Smith Barney Llc
  West Des Moines, IA
• 05/2022 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Other Businesses

578030 - City of Urbandale Economic Development Advisory Board; Investment Related - No; Urbandale, Iowa; Government; Advisory Board, Advisory Board Member(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2024; During Business Hours: 0; After Business Hours: .33; Labor or Service.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-06-25
• S63 Uniform Securities Agent State Law Examination
  2014-12-22

Other Names

• Zachary John Bouslog
• Zach Bouslog
• Zachary Bouslog