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William Sammons

43 Years of Experience
San Antonio, TX
Broker

William Sammons is a registered investment advisor at Morgan Stanley, based in San Antonio, TX, with 43 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

7600 Broadway, Suite 100, San Antonio, TX, 78209

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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

William is a partner in Hygge Ranch LLC, a real estate business in San Antonio, Texas, since 2017. He dedicates minimal time to this activity during and after business hours.

Employment History
Current Registrations
Morgan StanleyBroker
November 2010 - Present · 15 yrs 6 mos
Morgan Stanley
November 2010 - Present · 15 yrs 6 mos
Previous Registrations
The Quantitative Group, L.P.
September 2005 - December 2011 · 6 yrs 3 mos
Wfg Investments, INC.Broker
July 2004 - November 2010 · 6 yrs 4 mos
Wfg Advisors, LP
July 2004 - November 2010 · 6 yrs 4 mos
Citigroup Global Markets INC.
July 1994 - July 2004 · 10 yrs
Citigroup Global Markets INC.Broker
July 1994 - July 2004 · 10 yrs
Prudential Securities IncorporatedBroker
January 1983 - July 1994 · 11 yrs 6 mos
State Registrations36 states
AKALAZCACOCTDCDEFLGAHIILINLAMAMEMIMOMTNCNHNJNMNVNYOHOKORPASCTNTXUTVAWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
William Sammons - Financial Advisor | TrueAdvisor