Drew John Zager

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

• 09/1986 → Present
  Morgan Stanley & Co., Incorporated
  Los Angeles, CA
• 06/2009 → Present
  Morgan Stanley Smith Barney
  Los Angeles, CA
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 1997-07-08 → 2009-06-01
  Morgan Stanley & Co. Llc
  Los Angeles, CA
  Los Angeles, CA

Other Businesses

1. *325708-UCLA Foundation Board; Not Investment related; Charity / Private Foundation; Board Member (proprietor, partner, officer, director, employee, trustee, agent); Oct 2017; During business hours: 0; After business hours: 3; Manage fiduciary responsibilities and business affairs and overseeing the endowment. 2. *341260-University of California Board of Regents; Investment related: No; Charity / Private Foundation / Education; Advisory Member(proprietor, partner, officer, director, employee, trustee, agent); Jun 2018; During business hours: 0; After business hours: 0.3; advisory non voting member of investment committee 4. * 427300 â?" UCLA Mildred E. Mathias Botanical Garden; Investment related No; Los Angeles, CA; Public Schools; Board Member (proprietor, partner, officer, director, employee, trustee, agent); March 2021; During business hours: 0; After business hours: 4; Chair the Board, approve other Board members, run the Board meetings. 5. *532465 - Brentwood Private School.; Investment related - No; Non-Profit; Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 01/2023; During business hours: 0; After business hours: 3; Making sure the investment managers are managing the endowment properly

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-09-10
• S63 Uniform Securities Agent State Law Examination
  1985-10-03