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Annabelle Grace Zebrowski

MORGAN STANLEY & CO.
Boston, MA
·CRD# 7585705·4 years experience

Professional Summary

Annabelle Grace Zebrowski, who also goes by Annabelle Zebrowski, is a registered financial advisor currently at MORGAN STANLEY & CO. LLC located in Boston, Massachusetts. Annabelle is registered as a RR (Registered Representative) and started their career in finance in 2022. Annabelle has worked at 2 firms and has passed the Series 63, Series 3, Series 57TO, Series 7TO and SIE exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Annabelle Zebrowski

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

4 years in the financial services industry

Current & Past Employments

MORGAN STANLEY & CO. LLC·CRD# 8209
BD
1 Post Office Square, Boston, MA 02109
April 4, 2024 - Present
JEFFERIES LLC·CRD# 2347
BD
New York, NY
July 18, 2022 - April 12, 2024

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Current Firm

MS
MORGAN STANLEY & CO. LLC

MORGAN STANLEY | MORGAN STANLEY DEAN WITTER | MORGAN STANLEY & CO., INCORPORATED | MORGAN STANLEY & CO. LLC | MORGAN STANLEY & CO. INCORPORATED

CRD#: 8209 / SEC#: 8-15869
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)

Contact Information

Main Address

1585 Broadway, New York, NY 10036-8293

Mailing Address

1300 Thames Street C/o Shared Services Compliance - Registration, Baltimore, MD 21231

Phone Number

(212) 761-4000

Established

Delaware since 12/03/1969

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Large

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
MORGAN STANLEY CAPITAL MANAGEMENT, LLCMEMBER—
BERKE, MATTHEW EVANCHAIRMAN, PRESIDENT, CHIEF EXECUTIVE OFFICER, AND DIRECTOR2524594
BHAIMIA, ISMAIL OMARDIRECTOR6264162
DAMAST, EVAN SCOTTDIRECTOR3198635
HENNESSEY, JACQUELINE ATEXAS DESIGNATED PRINCIPAL2194034
KRAUSE, GARD JCHIEF COMPLIANCE OFFICER2284628
LYNN, GARY MICHAELPRINCIPAL FINANCIAL OFFICER2162411
MACEJKA, PATRICK NMNDIRECTOR2139145
MORANO, DAVIDPRINCIPAL OPERATIONS OFFICER2189287
STERN, MICHAEL ADIRECTOR4939073

Disclosures

Regulatory Event

493

Civil Event

5

Arbitration

57

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(4/4/2024)
RR
Alaska
(4/4/2024)
RR
Arizona
(4/4/2024)
RR
Arkansas
(4/4/2024)
RR
California
(4/4/2024)
RR
Colorado
(4/4/2024)
RR
Connecticut
(4/4/2024)
RR
Delaware
(4/4/2024)
RR
District of Columbia
(4/4/2024)
RR
Florida
(4/4/2024)
RR
Georgia
(4/4/2024)
RR
Hawaii
(4/4/2024)
RR
Idaho
(4/4/2024)
RR
Illinois
(4/4/2024)
RR
Indiana
(4/4/2024)
RR
Iowa
(4/4/2024)
RR
Kansas
(4/4/2024)
RR
Kentucky
(4/4/2024)
RR
Louisiana
(4/4/2024)
RR
Maine
(4/4/2024)
RR
Maryland
(4/4/2024)
RR
Massachusetts
(4/4/2024)
RR
Michigan
(4/4/2024)
RR
Minnesota
(4/4/2024)
RR
Mississippi
(4/4/2024)
RR
Missouri
(4/4/2024)
RR
Montana
(4/4/2024)
RR
Nebraska
(4/4/2024)
RR
Nevada
(4/4/2024)
RR
New Hampshire
(4/4/2024)
RR
New Jersey
(4/4/2024)
RR
New Mexico
(4/4/2024)
RR
New York
(4/4/2024)
RR
North Carolina
(4/12/2024)
RR
North Dakota
(4/4/2024)
RR
Ohio
(4/4/2024)
RR
Oklahoma
(4/4/2024)
RR
Oregon
(4/4/2024)
RR
Pennsylvania
(4/4/2024)
RR
Puerto Rico
(4/4/2024)
RR
Rhode Island
(4/4/2024)
RR
South Carolina
(4/4/2024)
RR
South Dakota
(4/4/2024)
RR
Tennessee
(4/4/2024)
RR
Texas
(4/4/2024)
RR
Utah
(4/4/2024)
RR
Vermont
(4/4/2024)
RR
Virgin Islands
(4/4/2024)
RR
Virginia
(4/4/2024)
RR
Washington
(4/4/2024)
RR
West Virginia
(4/4/2024)
RR
Wisconsin
(4/4/2024)
RR
Wyoming
(4/4/2024)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 2022About the Series 63 exam

Series 3 — National Commodity Futures Examination

Passed Nov 2024About the Series 3 exam

Series 57TO — Securities Trader Exam

Passed Aug 2022About the Series 57TO exam

Series 7TO — General Securities Representative Examination

Passed Jul 2022About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Apr 2022About the SIE exam
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SRO Registrations
Nasdaq Texas, LLC
SRO Registrations
New York Stock Exchange
SRO Registrations
Texas Stock Exchange LLC
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Annabelle Grace Zebrowski's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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