William Conte is a registered investment advisor at Morgan Stanley, based in Joliet, IL, with 39 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
1150 Essington Road, Joliet, IL, 60435
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Regulatory History (1)
Customer Dispute
August 2013Other 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
Morgan Stanley
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
A. G. Edwards & Sons, INC.Broker
J. T. Moran & CO., INC.Broker
Sherwood Capital, INC.Broker
State Registrations37 states
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
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