William Crowe is a registered investment advisor at Morgan Stanley, based in Peoria, AZ, 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
16155 North 83rd Avenue, Suite 100, Peoria, AZ, 85382
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Regulatory History (3)
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Customer Dispute
March 2006Closed-No Action
Customer Dispute
June 2004Settled
Customer Dispute
February 2001Settled
Other Business Activities
William is a member of the FINRA Series 7 Item Writing Committee, developing and reviewing questions for the Series 7 exam. This activity involves a private company.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
October 1999 - June 2009 · 9 yrs 8 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
May 1988 - July 1993 · 5 yrs 2 mos
E. F. Hutton & Company INCBroker
July 1985 - May 1988 · 2 yrs 10 mos
State Registrations41 states
AZCACOCTDCDEFLGAHIIAIDILINKYLAMAMDMIMNMOMTNCNENHNJNVNYOHOKORPARISCSDTNTXUTVAVTWAWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.