Top Wealth + Best-in-State + Barron's 100 · rank 13 · New York, New York · listed firm: Morgan Stanley Private Wealth Management
Identity & firm
- Firm — Morgan Stanley Private Wealth Management (high)
- “Richard Scott Zinman” — sec_finra_regulatory
- “Morgan Stanley Private Wealth Management” — forbes_shook
- Parent company — Morgan Stanley (high)
- “Morgan Stanley Private Wealth Management” — forbes_shook
- Firm type — wirehouse (high)
- “Richard Scott Zinman” — sec_finra_regulatory
- Team name — The Magellan Group (high)
- “The Magellan Group” — forbes_shook
- Team size — gap: not_found_after_search
- CRD — 1212093 (high)
- “Richard Scott Zinman” — sec_finra_regulatory
- Years experience — gap: not_found_after_search
- Designations — gap: not_found_after_search
Book of business
- Team AUM ($M) — 5700 (high)
- “$5.7B” — forbes_shook
- Account minimum ($M) — 5 (high)
- “$5M” — forbes_shook
- Typical client net worth ($M) — 150 (high)
- “$50-250M” — forbes_shook
- Client niche — gap: not_found_after_search
- Custodians — gap: not_applicable
- Fee model — gap: not_public
Positioning & marketing
- Website url — https://advisor.morganstanley.com/the-magellan-group (high)
- “The Magellan Group | New York, NY | Morgan Stanley Private Wealth Management” — firm_official
- Value proposition (verbatim) — gap: not_found_after_search
- Differentiators — gap: not_found_after_search
- Content marketing — gap: not_found_after_search
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/in/richardzinman/ (medium)
- “Richard Zinman - Morgan Stanley Private Wealth Management | LinkedIn” — social_or_third_party_db
- Social presence — linkedin_active, x (low)
- “Richard Zinman on LinkedIn: I’m excited to share that my team – The Magellan Group -- has placed in…” — social_or_third_party_db
- “Richard Zinman (@RZinmanMSPWM) / Posts / X” — social_or_third_party_db
- Press awards — Barron's Top 100 Financial Advisors 2026 (rank 98), Forbes America's Top Wealth Management Teams – Private Wealth (The Magellan Group), Forbes Top Advisor Spotlight feature (2020) (medium)
- “Richard Zinman on LinkedIn: America’s Top Wealth Management Teams Private Wealth 2023” — social_or_third_party_db
- “Top Advisor Spotlight: Richard Zinman, Morgan Stanley” — professional_press
Visual brand
- Has distinct logo — gap: not_found_after_search
- Logo url — gap: not_found_after_search
- Visual brand notes — gap: not_found_after_search