Zachary Nazario

CRD 7882639

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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

Authority	Category	Status	Date
NC	RA	APPROVED	2025-07-03

NC RA
APPROVED

Since 2025-07-03

Branch Locations

3800 Glenwood Avenue Suite 500, Raleigh, NC 27612 • 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

Organization	City	State	From	To
Morgan Stanley	Raleigh	NC	04/2024	Present
Wells Fargo Advisors	Raleigh	NC	02/2024	04/2024
Fidelity National Information Services (Fis)	Durham	NC	01/2020	12/2023
The University Of Tampa	Tampa	FL	08/2015	12/2019

04/2024 → Present

Morgan Stanley

Raleigh, NC
02/2024 → 04/2024

Wells Fargo Advisors

Raleigh, NC
01/2020 → 12/2023

Fidelity National Information Services (Fis)

Durham, NC
08/2015 → 12/2019

The University Of Tampa

Tampa, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-07-02

S66 Uniform Combined State Law Examination

2025-07-02

View on SEC IAPD

Nearby Firms

TOWNSEND ASSET MANAGEMENT CORP.

FORTRESS PRIVATE LEDGER, LLC

OLDE RALEIGH FINANCIAL GROUP

Nearby Investors

JAMES MICHAEL TARKENTON

CALEB ROBERT GRIFFITH

Nearby Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC

FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC

OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC

More in Raleigh, NC

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