William Bello is a registered investment advisor at Morgan Stanley, based in Sea Girt, NJ, with 32 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
2150 Highway 35, Suite 200, Sea Girt, NJ, 08750
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
December 2011 - Present · 14 yrs 5 mos
Morgan StanleyBroker
December 2011 - Present · 14 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2007 - January 2012 · 4 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2007 - January 2012 · 5 yrs
Nomura Securities International, INC.Broker
August 2003 - May 2005 · 1 yr 9 mos
Itg INC.Broker
February 1997 - August 2003 · 6 yrs 6 mos
Esi Securities CompanyBroker
January 1994 - January 1997 · 3 yrs
Execution Services IncorporatedBroker
September 1991 - January 1994 · 2 yrs 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.