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Nancy Wilson

40 Years of Experience
Los Angeles, CA
Broker

Nancy Wilson is a registered investment advisor at Morgan Stanley, based in Los Angeles, CA, with 40 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

10960 Wilshire Boulevard, Suite 2000, Los Angeles, CA, 90024

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Nancy is a Notary Public for the State of California since 2021, spending minimal time on this activity. This activity is not investment-related.

Employment History
Current Registrations
Morgan Stanley
January 2022 - Present · 4 yrs 4 mos
Morgan StanleyBroker
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2012 - January 2022 · 9 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2012 - January 2022 · 9 yrs 9 mos
Morgan Stanley Smith BarneyBroker
June 2009 - May 2012 · 2 yrs 11 mos
Morgan Stanley Smith Barney LLC
June 2009 - May 2012 · 2 yrs 11 mos
Morgan Stanley & CO. Incorporated
July 2008 - June 2009 · 11 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
March 2000 - April 2007 · 7 yrs 1 mo
Painewebber IncorporatedBroker
February 1995 - March 2000 · 5 yrs 1 mo
Oppenheimer & CO., INC.Broker
June 1992 - February 1995 · 2 yrs 8 mos
Dean Witter Reynolds INC.Broker
March 1986 - May 1992 · 6 yrs 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.