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William Demartino

Morgan Stanley
34 Years of Experience
Alpharetta, GA
1 DisclosureBroker
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William Demartino is a registered investment advisor at Morgan Stanley, based in Alpharetta, GA, with 34 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.

Morgan Stanley
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23172 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.

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Location

2400 Lakeview Parkway Suite 300, Alpharetta, GA, 30009

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 1998
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Morgan StanleyBroker
April 2020 - Present · 6 yrs 6 mos
Morgan Stanley
April 2020 - Present · 6 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2009 - April 2020 · 11 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2009 - April 2020 · 11 yrs 1 mo
UBS Financial Services INC.
September 2002 - March 2009 · 6 yrs 6 mos
UBS Financial Services INC.Broker
January 2001 - March 2009 · 8 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1992 - January 2001 · 8 yrs 4 mos
State Registrations19 states
ALCACOFLGAHIIDILMAMDNCNVNYORPASCTXVAWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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