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Zachary Stephen Miller

Morgan Stanley

Lake Oswego, OR

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-10
OR RA APPROVED 2025-12-13
  • TX RA
    APPROVED
    Since 2026-07-10
  • OR RA
    APPROVED
    Since 2025-12-13

Branch Locations

4800 Meadows Road Suite 400, Lake Oswego, OR 97035 • 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 Lake Oswego OR 08/2023 Present
Bank Of Montreal Family Office Portland OR 06/2021 08/2023
Oregon State University Corvallis OR 08/2020 06/2021
Hertz Portland OR 06/2020 08/2020
Oregon State University Corvallis OR 08/2019 06/2020
Renaissance At Peterkort Woods Portland OR 06/2019 08/2019
Oregon State University Corvallis OR 08/2018 06/2019
Touchmark Retirement Communities Portland OR 06/2018 08/2018
Oregon State University Corvallis OR 08/2017 06/2018
Beach Hut Deli Tigard OR 07/2017 08/2017
Jesuit High School Portland OR 08/2013 06/2017
  • 08/2023 → Present
    Morgan Stanley
    Lake Oswego, OR
  • 06/2021 → 08/2023
    Bank Of Montreal Family Office
    Portland, OR
  • 08/2020 → 06/2021
    Oregon State University
    Corvallis, OR
  • 06/2020 → 08/2020
    Hertz
    Portland, OR
  • 08/2019 → 06/2020
    Oregon State University
    Corvallis, OR
  • 06/2019 → 08/2019
    Renaissance At Peterkort Woods
    Portland, OR
  • 08/2018 → 06/2019
    Oregon State University
    Corvallis, OR
  • 06/2018 → 08/2018
    Touchmark Retirement Communities
    Portland, OR
  • 08/2017 → 06/2018
    Oregon State University
    Corvallis, OR
  • 07/2017 → 08/2017
    Beach Hut Deli
    Tigard, OR
  • 08/2013 → 06/2017
    Jesuit High School
    Portland, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-12
  • S66 Uniform Combined State Law Examination
    2025-12-12
Other Names
  • Zach Stephen Miller
  • Zachary S Miller

View on SEC IAPD

Other Firms

PANORAMIC CAPITAL PARTNERS LLC
NORTHMARQ FUND MANAGEMENT, LLC
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
RBC CAPITAL MARKETS, LLC
CWM, LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PACIFIC RIDGE CAPITAL PARTNERS, LLC

Other Investors

Grace Buchanan
ANDREW GEORGE ROUNSAVELLE CARTER
LISA M CASELLI
Nicholas Jacob Hubert
Catherine A Groff
MARCUS CHRISTIAN PARKER
JEFFREY DAVID KANTOR
JUSTIN PATRICK LINDSEY

Other Offices

PANORAMIC CAPITAL PARTNERS LLC · LAKE OSWEGO, OR
NORTHMARQ FUND MANAGEMENT, LLC · LAKE OSWEGO, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR
RBC CAPITAL MARKETS, LLC · Lake Oswego, OR
CWM, LLC · Lake Oswego, OR
LPL FINANCIAL LLC · LAKE OSWEGO, OR
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Lake Oswego, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR

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