Zoe Isabella Stathes
Investment adviser representative at Morgan Stanley
14 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Zoe Isabella Stathes? 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
14 years in the industry.
- Morgan StanleyAug 2022 to now
- Penn State UniversityAug 2021 to May 2022
- AmentumMay 2021 to Aug 2021
- Penn State UniversityAug 2020 to May 2021
- AmentumMay 2020 to Aug 2020
- Penn State UniversityAug 2019 to May 2020
- AmentumMay 2019 to Aug 2019
- Lakewood Country ClubMay 2019 to Aug 2019
- Penn State UnivsersityAug 2018 to May 2019
- Launch Sport PerformanceJun 2017 to Aug 2018
- UnemployedJun 2012 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7589522
- Firm CRD
- 149777