Gregory G Zappas
Investment adviser representative at Morgan Stanley
15 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Gregory G Zappas? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Morgan StanleyJan 2024 to now
- Morgan Stanley Private Bank, N.AJan 2024 to now
- Morgan Stanley Smith Barney LLCJan 2024 to now
- J.P. Morgan Securities LLCSep 2023 to Jan 2024
- First Republic Investment Management, Inc.Jan 2019 to Sep 2023
- First Republic Securities Company, LLCJan 2019 to Sep 2023
- UBS Financial Services Inc.May 2011 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2626407
- Firm CRD
- 149777