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William White is a registered investment advisor at Morgan Stanley, based in Hauppauge, NY, with 38 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
888 Veterans Memorial Highway, Suite 300, Hauppauge, NY, 11788
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2010Denied
Other Business Activities
William is a partner in a music group, Fear of Fred, dedicating about 10-20% of his time. He also owns White Cap Realty LLC and is a partner in Hay Now 23 LLC, a recreation business, spending minimal time on these real estate and investment-related activities.
Employment History
Current Registrations
Morgan Stanley
June 2021 - Present · 4 yrs 11 mos
Morgan Stanley
September 2010 - Present · 15 yrs 8 mos
Morgan StanleyBroker
September 2010 - Present · 15 yrs 8 mos
Previous Registrations
Morgan Stanley
September 2010 - December 2014 · 4 yrs 3 mos
Chase Investment Services CORP.
August 1997 - September 2010 · 13 yrs 1 mo
Chase Investment Services CORP.Broker
September 1996 - September 2010 · 14 yrs
Chemical Investment Services CORP.Broker
August 1994 - September 1996 · 2 yrs 1 mo
Liberty Securities CorporationBroker
July 1994 - August 1994 · 1 mo
Citicorp Investment ServicesBroker
June 1992 - June 1994 · 2 yrs
Citicorp Financial Services,inc.Broker
September 1990 - June 1992 · 1 yr 9 mos
Landmark Brokerage Services, INC.Broker
January 1990 - October 1990 · 9 mos
Best Investors Group, INC.Broker
August 1989 - January 1990 · 5 mos
Fahnestock & CO., INC.Broker
March 1989 - September 1989 · 6 mos
Investors Center, INC.Broker
September 1987 - March 1989 · 1 yr 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.