WH
WH
William Hassett is a registered investment advisor at Morgan Stanley, based in Richmond, VA, with 33 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
901 East Byrd Street, Suite 2000, Richmond, VA, 23219
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Regulatory History (1)
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Customer Dispute
December 2013Denied
Other Business Activities
William is a trustee for a trust since 2021, dedicating about 10-20% of his time during business hours. He also owns rental properties and a condominium for rent, dedicating minimal time outside of business hours to these activities.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
February 1995 - June 2009 · 14 yrs 4 mos
Citigroup Global Markets INC.Broker
February 1995 - June 2009 · 14 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1992 - February 1995 · 2 yrs 7 mos
State Registrations25 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.