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RIA / WealthAdvisordual registered (broker-dealer)45 years in industry

JOSEPH ANDREW ZARR

Advisor at MORGAN STANLEY

Dublin, OH

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Search this name across graphsid dfx:ria:b0fe1558-3be1-7a22-e54a-28458e641991

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 15, 1999 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MORGAN STANLEY
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 5, 1981earliest registration or exam on IAPD
Years in industry: 45derivedfrom the industry start date
Years at current firm: 17derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Jan 5, 1981
First registration: Oct 15, 1999
Dual registered: yes, broker-dealer
Other names: JOE ZARR
IAPD individual key: 846067

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MORGAN STANLEY	Wirehouse	Jun 1, 2009	n/a	yes	Dublin, OH	Current employment
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Jun 28, 2006	Jun 1, 2009	no	WILMINGTON, DE\|NEW YORK, NY	Previous registration
MEEDER ADVISORY SERVICES, INC.	Independent wealth	Oct 15, 1999	Nov 2, 2009	no	DUBLIN, OH	Previous registration
MEEDER ASSET MANAGEMENT, INC.	Asset manager	Oct 15, 1999	Nov 3, 2009	no	DUBLIN, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MEEDER ASSET MANAGEMENT, INC.	CITIGROUP GLOBAL MARKETS INC.	Nov 3, 2009	Jun 28, 2006	-1,224	Firm change after gap	Other
MEEDER ADVISORY SERVICES, INC.	MEEDER ASSET MANAGEMENT, INC.	Nov 2, 2009	Oct 15, 1999	-3,671	Firm change after gap	Other
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other

Relationships

Registered with (4)

→ MORGAN STANLEYRegistered adviserregistration: current employment
Jun 1, 2009 to presentfactForm ADV
→ MEEDER ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Oct 15, 1999 to Nov 3, 2009factForm ADV
→ MEEDER ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Oct 15, 1999 to Nov 2, 2009factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Jun 28, 2006 to Jun 1, 2009factForm ADV

Dated events

No dated event names this entity yet.