William Waylett is a CFA-designated registered investment advisor at Morgan Stanley, based in St Pete Beach, FL, with 35 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
St Pete Beach, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is a trustee/co-trustee for two trusts, one in Mt. Pleasant, South Carolina since June 2020, and another in Waccabuc, NY since January 2009. He spends minimal time on these activities outside of business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Yamaichi International (america) INC.Broker
Kleinwort Benson Government Securities, INC.Broker
State Registrations23 states
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