WS
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William Selzer is a registered investment advisor at Morgan Stanley, based in Houston, TX, 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
2800 Post Oak Boulevard, 18th Floor, Houston, TX, 77056
Get directionsHistory
Regulatory History (11)
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
June 2004Settled
Customer Dispute
October 2003Settled
Customer Dispute
October 2003Denied
Customer Dispute
June 2003Settled
Customer Dispute
January 2003Settled
Customer Dispute
October 2001Settled
Customer Dispute
August 2001Settled
Customer Dispute
July 2001Settled
Customer Dispute
March 2001Denied
Customer Dispute
October 2000Settled
Customer Dispute
August 2000Settled
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.Broker
May 1989 - June 2009 · 20 yrs 1 mo
Citigroup Global Markets INC.
May 1989 - June 2009 · 20 yrs 1 mo
Drexel Burnham Lambert IncorporatedBroker
September 1985 - May 1989 · 3 yrs 8 mos
State Registrations31 states
ALARAZCACOCTDEFLGAIAILINKYLAMDMIMNMSNCNMNVNYOKORPATNTXVAVTWIWV
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.