WB
WB
William Brewer is a registered investment advisor at Morgan Stanley, based in Raleigh, NC, 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
Loading...
Location
3800 Glenwood Avenue, Suite 500, Raleigh, NC, 27612
Get directionsHistory
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
May 2009Settled
Customer Dispute
August 2001Denied
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.
December 2001 - June 2009 · 7 yrs 6 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
August 1988 - July 1993 · 4 yrs 11 mos
Interstate Securities CorporationBroker
July 1987 - August 1988 · 1 yr 1 mo
Sherwood Capital, INC.Broker
February 1987 - August 1987 · 6 mos
First Jersey Securities, INC.Broker
March 1986 - January 1987 · 10 mos
State Registrations38 states
ALCACOCTDCDEFLGAIAIDILINKYMDMEMIMNMOMSNCNHNJNMNVNYOHORPAPRRISCTNTXVAVTWAWIWV
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.