Zachary Lane Stuck
Investment adviser representative at Morgan Stanley
10 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$2TFirm assets
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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
10 years in the industry.
- Morgan StanleyNov 2024 to now
- Morgan Stanley Smith Barney LLCOct 2024 to now
- Self-employedMay 2019 to now
- Nationwide Securities, LLCJun 2021 to Oct 2024
- Gwfs Equities, IncApr 2018 to Jun 2021
- Northwestern Mutual Wealth Management CompanyMar 2018 to Apr 2018
- Aaron YoungJan 2018 to Apr 2018
- Mitchell BarnesJan 2018 to Apr 2018
- Northwestern Mutual Investment Services LLCJan 2018 to Apr 2018
- UnemployedDec 2017 to Jan 2018
- Securities America AdvisorsAug 2016 to Nov 2017
- Securities America, Inc.May 2016 to Nov 2017
- Riverbend Financial GroupApr 2016 to Nov 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (KY, 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
- 6635929
- Firm CRD
- 149777