WB
WB
William Battestin
40 Years of Experience
Lake Charles, LA
1 DisclosureBroker
William Battestin is a registered investment advisor at Morgan Stanley, based in Lake Charles, LA, 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
1450 William Street, 3rd Floor, Lake Charles, LA, 70601
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2001Denied
Employment History
Current Registrations
Morgan Stanley
April 2025 - Present · 1 yr 3 mos
Morgan StanleyBroker
April 2025 - Present · 1 yr 3 mos
Previous Registrations
Wells Fargo Advisors
January 2004 - May 2025 · 21 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
July 2003 - May 2025 · 21 yrs 10 mos
Prudential Securities IncorporatedBroker
September 1989 - July 2003 · 13 yrs 10 mos
Thomson Mckinnon Securities INC.Broker
June 1985 - September 1989 · 4 yrs 3 mos
State Registrations34 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.