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William Harris

41 Years of Experience
Melbourne, FL
2 DisclosuresBroker

William Harris is a registered investment advisor at Morgan Stanley, based in Melbourne, FL, with 41 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

8150 North Wickham Road, Melbourne, FL, 32940

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History

Regulatory History (2)
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
October 2002
Closed-No Action
Customer Dispute
February 1995
Settled
Other Business Activities

William is a member of the Endowment Management Committee for Holy Trinity Episcopal Academy, a board member for the Roy and Barbara Stevens Charitable Trust and the Finance Committee for Holy Trinity Episcopal Academy, and a sole proprietor/owner of a farm in O'Brien County Iowa. These activities require minimal time commitment.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
January 1991 - April 2007 · 16 yrs 3 mos
Morgan Stanley Dw INC.Broker
January 1985 - April 2007 · 22 yrs 3 mos
State Registrations43 states
AKALARCACOCTDCFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNHNJNVNYOHOKORPARISCTNTXUTVAWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.