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Zachary Harmon

Morgan Stanley

Austin, TX

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-19
  • TX RA
    APPROVED
    Since 2025-05-19

Branch Locations

8701 Bee Caves Road Suite 300, Austin, TX 78746 • 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
Sanford C. Bernstein Philadelphia PA 03/2018 03/2023
Ima Consulting Chadds Ford PA 07/2017 03/2018
Lehigh University Bethlehem PA 08/2014 07/2017
Buckingham Strategic Wealth, Llc Clayton MO 10/2023 04/2025
Unemployed Austin TX 03/2023 07/2023
Findhelp Austin TX 07/2023 10/2023
The Colony Group, Llc Boston MA 07/2024 04/2025
Morgan Stanley Austin TX 05/2025 Present
  • 03/2018 → 03/2023
    Sanford C. Bernstein
    Philadelphia, PA
  • 07/2017 → 03/2018
    Ima Consulting
    Chadds Ford, PA
  • 08/2014 → 07/2017
    Lehigh University
    Bethlehem, PA
  • 10/2023 → 04/2025
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 03/2023 → 07/2023
    Unemployed
    Austin, TX
  • 07/2023 → 10/2023
    Findhelp
    Austin, TX
  • 07/2024 → 04/2025
    The Colony Group, Llc
    Boston, MA
  • 05/2025 → Present
    Morgan Stanley
    Austin, TX
Previous Registrations
  • 2024-07-01 → 2025-03-26
    Focus Partners Wealth, Llc
    Austin, TX
    St. Louis, MO
  • 2023-11-09 → 2024-11-14
    Buckingham Strategic Wealth, Llc
    St Louis, MO
    Austin, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-06-11
S65 Uniform Investment Adviser Law Examination 2023-11-09
  • S63 Uniform Securities Agent State Law Examination
    2025-06-11
  • S65 Uniform Investment Adviser Law Examination
    2023-11-09
Other Names
  • Zachary Harmon
  • Zachary Nathaniel Harmon

View on SEC IAPD

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HARRELL INVESTMENT PARTNERS, LLC
WEATHERGAGE CAPITAL, LLC
LBJ FAMILY WEALTH ADVISORS, LTD.
JAMES S. MARROQUIN, CFP
OSAIC WEALTH, INC.

Other Investors

STEVEN DOUGLAS AYCOCK
ALEXANDER BURTON YEAGER
Jonathan Martin Haefner
David Nathan Van Winkle
DILDA DEEPAK DALVI
ANNA VICTORIA BODINE
Stephanie Caroline Morgan
ROBERT KING HARRELL

Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

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