WA
WA
William Anderson is a registered investment advisor at Morgan Stanley, based in Lisle, IL, with 34 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
4225 Naperville Road, Suite 255, Lisle, IL, 60532
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Regulatory History (1)
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Customer Dispute
June 2011Settled
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
November 2008 - June 2009 · 7 mos
Morgan Stanley & CO. Incorporated
November 2008 - June 2009 · 7 mos
Citigroup Global Markets INC.
October 2000 - December 2008 · 8 yrs 2 mos
Citigroup Global Markets INC.Broker
June 2000 - December 2008 · 8 yrs 6 mos
Prudential Securities IncorporatedBroker
February 1993 - June 2000 · 7 yrs 4 mos
Mclaughlin, Piven, Vogel Securities, INC.Broker
July 1991 - February 1993 · 1 yr 7 mos
State Registrations24 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.