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GERARD JAN ZELL JR
GERARD J (JR) ZELL
CRD#: 3062745
IA
B
MORGAN STANLEYCRD#: 149777 2725 Sand Hill Road
PWM
Menlo Park, CA 94025
PWM
Menlo Park, CA 94025
0
Disclosures
26
Years of Experience
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State Registrations
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Alabama 10/3/2022
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Montana 8/21/2020
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Alaska 6/1/2009
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Nevada 9/26/2017
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Arizona 6/1/2009
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New Hampshire 3/5/2021
B
California 6/1/2009
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New Jersey 1/25/2021
IA
California 6/1/2009
B
New Mexico 11/8/2022
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Colorado 9/6/2011
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New York 8/17/2011
B
Connecticut 8/15/2019
B
North Carolina 1/2/2020
B
Delaware 3/12/2012
B
Ohio 1/7/2021
B
District of Columbia 5/6/2020
B
Oregon 12/15/2017
B
Florida 6/1/2009
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Pennsylvania 8/31/2020
B
Georgia 6/1/2009
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Rhode Island 8/19/2022
B
Hawaii 3/9/2017
B
South Carolina 2/8/2021
B
Idaho 6/1/2009
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South Dakota 12/15/2021
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Illinois 6/1/2009
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Tennessee 6/9/2020
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Indiana 5/12/2021
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Texas 12/18/2013
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Maine 2/14/2012
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Texas 5/5/2020
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Maryland 8/18/2021
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Utah 6/1/2009
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Massachusetts 2/16/2018
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Virginia 11/15/2012
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Michigan 6/1/2009
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Washington 6/1/2009
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Minnesota 5/6/2022
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Wisconsin 1/4/2017
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Missouri 8/10/2021
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Wyoming 1/7/2015
SRO Registrations
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IA
Registered with this firm since 6/1/2009
B
Registered with this firm since 6/1/2009
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 07/18/2005 - 06/01/2009 | MENLO PARK, CA | |
B | 07/15/2005 - 06/01/2009 | MENLO PARK, CA | |
IA | 04/17/2002 - 07/22/2005 | MENLO PARK, CA | |
B | 04/10/2002 - 07/22/2005 | NEW YORK, NY | |
B | 08/12/1998 - 03/01/2002 | NEW YORK, NY |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.