Tracy A Zielke
Investment adviser representative at Morgan Stanley
13 yearsExperience
3 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Tracy A Zielke? 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
13 years in the industry.
- Morgan StanleyJul 2023 to now
- Not EmployedJan 2023 to Jun 2023
- LululemonApr 2022 to Sep 2022
- Florida Atlantic UniversityAug 2021 to Dec 2022
- Not EmployedMay 2021 to Jul 2021
- DiocesanMay 2018 to Jul 2018
- Florida State UniversityJun 2017 to Apr 2021
- Lake Highland Preparatory SchoolAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 3 states (DC, FL, 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
- 7765670
- Firm CRD
- 149777