BC
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Bill Corbell

43 Years of Experience
Houston, TX
1 DisclosureBroker

Bill Corbell is a registered investment advisor at Morgan Stanley, based in Houston, TX, with 43 years of industry experience. Bill is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23172 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.

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Location

16055 Space Center Boulevard, Suite 100, Houston, TX, 77062

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2002
Settled
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 4 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 4 mos
Previous Registrations
Citigroup Global Markets INC.
June 2002 - June 2009 · 7 yrs
Citigroup Global Markets INC.Broker
June 2002 - June 2009 · 7 yrs
Merrill Lynch Pierce Fenner & Smith INC.
June 1984 - June 2002 · 18 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1984 - June 2002 · 18 yrs 1 mo
Prudential-Bache Securities INC.Broker
March 1983 - April 1984 · 1 yr 1 mo
State Registrations21 states
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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.
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