Best Investors Account Sign in

Zachary A Hirsekorn

Morgan Stanley

Santa Rosa, CA

CRD 7643005

Claim This Profile
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:

Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-03-15
CA RA APPROVED 2023-01-23
  • TX RA
    APPROVED_RES
    Since 2023-03-15
  • CA RA
    APPROVED
    Since 2023-01-23

Branch Locations

3562 Round Barn Circle 1St Floor, Santa Rosa, CA 95403 • 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 Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Santa Rosa CA 11/2022 Present
Anytime Fitness Skyhawk Santa Rosa CA 07/2016 11/2022
The Studios Santa Rosa CA 12/2017 06/2021
Rise Cycle Co. Santa Rosa CA 06/2021 Present
Morgan Stanley Private Bank, N.A New York NY 02/2023 Present
  • 11/2022 → Present
    Santa Rosa, CA
  • 07/2016 → 11/2022
    Anytime Fitness Skyhawk
    Santa Rosa, CA
  • 12/2017 → 06/2021
    The Studios
    Santa Rosa, CA
  • 06/2021 → Present
    Rise Cycle Co.
    Santa Rosa, CA
  • 02/2023 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Other Businesses

I am still currently employed as a Spin Instructor at a local exercise studio, RISE Cycle Co. The business is NOT investment related. It is located at 510 Farmers Lane in Santa Rosa, CA 95405. It is a group exercise and training studio. My position/title/relationship with the business is as an instructor. I began this relationship in June 2021. I work about 8-10 hours/month at this business. I teach classes at 6am and 5:15pm (Pacific time). My duties include writing classes and teaching them. *539802 - zachary hirsekorn; Investment related No; santa rosa, California; cycling and fitness coaching; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 02/2023 ; During business hours: 0; After business hours: 10; Labor/Service.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-20
  • S66 Uniform Combined State Law Examination
    2023-01-20
Other Names
  • Zack Andrew Hirsekorn

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Santa Rosa, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor