William Levy is a registered investment advisor at Morgan Stanley, based in Boca Raton, FL, with 37 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
Boca Raton, FL
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
June 2015 - Present · 10 yrs 11 mos
Morgan Stanley
June 2015 - Present · 10 yrs 11 mos
Morgan StanleyBroker
June 2015 - Present · 10 yrs 11 mos
Previous Registrations
Barclays Capital INC.
July 2012 - July 2015 · 3 yrs
Barclays Capital INC.Broker
September 2008 - July 2015 · 6 yrs 10 mos
Lehman Brothers INC.Broker
April 2002 - September 2008 · 6 yrs 5 mos
Morgan Stanley & CO., IncorporatedBroker
February 1994 - April 2002 · 8 yrs 2 mos
Kidder, Peabody & CO. IncorporatedBroker
May 1992 - February 1994 · 1 yr 9 mos
Bt Securities CorporationBroker
August 1989 - May 1992 · 2 yrs 9 mos
Painewebber IncorporatedBroker
April 1988 - October 1988 · 6 mos
State Registrations45 states
ARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMTNCNHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.