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Brett D Zylstra

Morgan Stanley

Oxnard, CA

CRD 7650484

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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 2023-04-14
CA RA APPROVED 2023-02-17
  • TX RA
    APPROVED
    Since 2023-04-14
  • CA RA
    APPROVED
    Since 2023-02-17

Branch Locations

300 Esplanade Drive 10Th Floor, Oxnard, CA 93036 • 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
Morgan Stanley Oxnard CA 12/2022 Present
One Workplace, Llc Santa Clara CA 08/2012 12/2022
Morgan Stanley Private Bank, N.A New York NY 02/2023 Present
  • 12/2022 → Present
    Morgan Stanley
    Oxnard, CA
  • 08/2012 → 12/2022
    One Workplace, Llc
    Santa Clara, CA
  • 02/2023 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-17
  • S66 Uniform Combined State Law Examination
    2023-02-17

View on SEC IAPD

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