Zvart Potoukian

CRD 1895752 · Morgan Stanley · Cupertino, CA

IA RegisteredBroker

Also appears in the source record as: Zvart Nargizian; Zizi Potoukian; Zuart Potoukian

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (10): Series 65Series 63Series 10Series 9Series 12Series 4Series 53Series 24SIESeries 7
Registered states (32): Arizona · California · Colorado · Connecticut · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kentucky · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Nevada · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · South Carolina · Texas · Vermont · Virginia · Washington · West Virginia
Years in the industry (source record): 37
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Morgan Stanley
Firm CRD: 149777
SEC number: 801-70103
Assets under management: $2.0T as of Jun 30, 2026
Website: www.morganstanley.com ↗
Phone: 914-225-5510
Firm location: Purchase, NY, 10577-2530

Employment history (10)

From the source registration record · current first

Morgan StanleyCurrent
Cupertino, CA · IA capacity

Oct 10, 2011 → present
Wells Fargo Advisors, LLC
BD capacity

Jan 3, 2011 → Oct 10, 2011
Wells Fargo Advisors, LLC
IA capacity

Jan 3, 2011 → Oct 10, 2011
Wells Fargo Investments, LLC
BD capacity

May 22, 2006 → Jan 3, 2011
Wells Fargo Investments, LLC
IA capacity

May 22, 2006 → Jan 3, 2011
Wells Fargo Investments, LLC
IA capacity

May 15, 2001 → May 3, 2006
Wells Fargo Investments, LLC
BD capacity

May 2, 2001 → May 3, 2006
Wells Fargo Securities Inc.
BD capacity

Nov 19, 1993 → May 2, 2001
Marketing One Securities, Inc.
BD capacity

Mar 30, 1992 → Nov 19, 1993
Wells Fargo Securities Inc.
BD capacity

Mar 7, 1989 → Jun 25, 1990

Source & corrections

Where this page comes from

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