William Barrett is a registered investment advisor at Morgan Stanley, based in Potomac, MD, with 31 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
12505 Park Potomac Avenue, Suite 200, Potomac, MD, 20854
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William serves as a successor role and trustee/co-trustee for two trusts in Herndon, Virginia. These activities are investment-related and require minimal time.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Syndicated Capital, INC.Broker
First Fund Distributors, INC.Broker
Redwood Securities Group, INC.Broker
Franklin/templeton Distributors, INC.Broker
State Registrations15 states
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