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Zachary R Baj

Morgan Stanley

Glenview, IL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-08-05
TX RA APPROVED 2025-08-05
  • IL RA
    APPROVED
    Since 2025-08-05
  • TX RA
    APPROVED
    Since 2025-08-05

Branch Locations

2700 Patriot Boulevard Suite150, Glenview, IL 60026 • 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
Chalet Nursery Wilmette IL 05/2016 12/2020
Advisor Credit Exchange Kenilworth IL 05/2021 08/2021
Advisor Credit Exchange Kenilworth IL 05/2022 08/2022
The Orvis Company Wilmette IL 11/2023 11/2023
Fidelity Investments Framingham MA 12/2023 08/2024
Student Boulder CO 12/2020 05/2021
Student Boulder CO 08/2021 05/2022
Student Boulder CO 08/2022 11/2023
Morgan Stanley Glenview IL 07/2025 Present
Extended Travel Kenilworth IL 09/2024 06/2025
  • 05/2016 → 12/2020
    Chalet Nursery
    Wilmette, IL
  • 05/2021 → 08/2021
    Advisor Credit Exchange
    Kenilworth, IL
  • 05/2022 → 08/2022
    Advisor Credit Exchange
    Kenilworth, IL
  • 11/2023 → 11/2023
    The Orvis Company
    Wilmette, IL
  • 12/2023 → 08/2024
    Fidelity Investments
    Framingham, MA
  • 12/2020 → 05/2021
    Student
    Boulder, CO
  • 08/2021 → 05/2022
    Student
    Boulder, CO
  • 08/2022 → 11/2023
    Student
    Boulder, CO
  • 07/2025 → Present
    Morgan Stanley
    Glenview, IL
  • 09/2024 → 06/2025
    Extended Travel
    Kenilworth, IL
Previous Registrations
  • 2024-04-22 → 2024-09-05
    Fidelity Personal And Workplace Advisors
    Framingham, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-10
  • S66 Uniform Combined State Law Examination
    2024-04-10
Other Names
  • Zachary Robert Baj
  • Zachary Baj

View on SEC IAPD

Other Firms

COYLE
ARIS INVESTING
GLENVIEW FINANCIAL GROUP LLC
BREAKOUT PRIVATE WEALTH LLC
MERINO WEALTH MANAGEMENT
LIFEWORKS ADVISORS, LLC
SOUTH BAY FINANCIAL PARTNERS
LPL FINANCIAL LLC

Other Investors

DEREK MICHAEL KYLER
REBECCA Carroll FRAGASSI
JOHN GARDNER FINLEY
Jenny Lee Selvaggio
WILLIAM MATTHEW PALMER
David Geoffrey Smestuen
RYAN MICHAEL JUNE
ADAM ROBERT BLONSKY

Other Offices

COYLE · GLENVIEW, IL
ARIS INVESTING · GLENVIEW, IL
GLENVIEW FINANCIAL GROUP LLC · GLENVIEW, IL
BREAKOUT PRIVATE WEALTH LLC · GLENVIEW, IL
MERINO WEALTH MANAGEMENT · GLENVIEW, IL
LIFEWORKS ADVISORS, LLC · Glenview, IL
SOUTH BAY FINANCIAL PARTNERS · Glenview, IL
COYLE · GLENVIEW, IL

More in Glenview, IL

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