William Conte is a registered investment advisor at Morgan Stanley, based in Joliet, IL, 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
1150 Essington Road, Joliet, IL, 60435
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Regulatory History (1)
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Customer Dispute
August 2013Settled
Other Business Activities
William is involved with Will County Bankcorp Inc and MJSI Inc, having purchased shares of the latter in 2008. He also serves as a board member for the Joliet Junior College Foundation Association, dedicating minimal time outside of business hours.
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
December 2003 - April 2007 · 3 yrs 4 mos
Morgan Stanley Dw INC.Broker
July 2003 - April 2007 · 3 yrs 9 mos
A. G. Edwards & Sons, INC.Broker
January 1989 - July 2003 · 14 yrs 6 mos
J. T. Moran & CO., INC.Broker
May 1988 - January 1989 · 8 mos
Sherwood Capital, INC.Broker
July 1987 - June 1988 · 11 mos
State Registrations35 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.