William Koch is a registered investment advisor at Morgan Stanley, based in Canton, OH, 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
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
4455 Dressler Road, Suite 202, Canton, OH, 44718
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2011Settled
Other Business Activities
William is a co-owner of Oazvath Investments LLC. He also works as an employee/coach for the University of Akron Ice Hockey Club, spending a few hours per week on this non-investment related activity.
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
January 2003 - April 2007 · 4 yrs 3 mos
Morgan Stanley Dw INC.Broker
January 2003 - April 2007 · 4 yrs 3 mos
Merrill Lynch Pierce Fenner & Smith INC.
January 2002 - January 2003 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1990 - January 2003 · 12 yrs 1 mo
State Registrations40 states
AZCACOCTDCDEFLGAHIILINKYLAMAMDMEMIMNMOMTNCNENHNJNMNVNYOHORPARISCTNTXUTVAVTWAWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.