WC
WC
William Creekbaum is a registered investment advisor at Morgan Stanley, based in Reno, NV, 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
5390 Kietzke Lane, Suite 200, Reno, NV, 89511
Get directionsHistory
Regulatory History (1)
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Customer Dispute
November 2003Settled
Other Business Activities
William owns multiple rental properties in various locations, including Nags Head, NC, Fredericksburg, VA, Dayton, NV, and Reno, Nevada. He spends minimal time on these activities.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
April 2003 - June 2009 · 6 yrs 2 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
June 1992 - July 1993 · 1 yr 1 mo
State Registrations24 states
AZCACOFLGAHIIDMAMIMOMSNCNMNVNYOHORPASCSDTXUTVAWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.