Zoe Isabella Stathes

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

• 08/2022 → Present
  Morgan Stanley
  New York, NY
• 08/2021 → 05/2022
  Penn State University
  State College, PA
• 08/2020 → 05/2021
  Penn State University
  State College, PA
• 08/2019 → 05/2020
  Penn State University
  State College, PA
• 08/2018 → 05/2019
  Penn State Univsersity
  State College, PA
• 05/2021 → 08/2021
  Amentum
  Chantilly, VA
• 05/2020 → 08/2020
  Amentum
  Ford Meade, MD
• 05/2019 → 08/2019
  Amentum
  Ford Meade, MD
• 06/2017 → 08/2018
  Launch Sport Performance
  Rockville, MD
• 05/2019 → 08/2019
  Lakewood Country Club
  Rockville, MD
• 06/2012 → 06/2017
  Unemployed
  Rockville, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-01-25
• S63 Uniform Securities Agent State Law Examination
  2022-09-13

Other Names

• Zoe I Stathes