William Johnson

38 Years of Experience

Vero Beach, FL

1 DisclosureBroker

William Johnson is a registered investment advisor at Morgan Stanley, based in Vero Beach, FL, 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.

Morgan Stanley

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

3525 Ocean Drive, Vero Beach, FL, 32963

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History

Regulatory History (1)

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Regulatory

March 2001

Final

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Other Business Activities

William serves on the board of directors for Women's Ski Jumping USA and Skullcandy, and as a manager for Ridgeline Mountain Group LLC. He also serves on the Utah Valley University National Advisory Council/Business School and is involved with J & J Partners LLC and the Marine commission of vero beach, as well as a trust in Phoenix, AZ.

Employment History

Current Registrations

Morgan StanleyBroker

June 2009 - Present · 17 yrs 1 mo

Morgan Stanley

June 2009 - Present · 17 yrs 1 mo

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 2002 - April 2007 · 4 yrs 4 mos

Morgan Stanley Dw INC.Broker

May 1999 - April 2007 · 7 yrs 11 mos

Bt Alex. Brown IncorporatedBroker

September 1997 - May 1999 · 1 yr 8 mos

Alex. Brown & Sons IncorporatedBroker

August 1989 - September 1997 · 8 yrs 1 mo

Johnston, Lemon & CO. IncorporatedBroker

January 1988 - August 1989 · 1 yr 7 mos

State Registrations22 states

AZCACOFLGAIAIDKYMAMDNCNHNVNYOKORSCTNTXUTVAWY

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.

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