WV
WV

William Vandenbrul

33 Years of Experience
Rochester, NY
Broker

William Vandenbrul is a registered investment advisor at Morgan Stanley, based in Rochester, NY, 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

300 Linden Oaks, Suite 200, Rochester, NY, 14625

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History

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.

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Other Business Activities

William is the treasurer of The Vanden Brul Foundation since 2003. He also serves on the Investment Committee for the Joseph Avenue Arts and Culture Alliance since 2023, dedicating minimal time to these activities.

Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs 2 mos
Morgan StanleyBroker
January 2016 - Present · 10 yrs 6 mos
Previous Registrations
UBS Financial Services INC.
August 1998 - February 2016 · 17 yrs 6 mos
UBS Financial Services INC.Broker
January 1993 - February 2016 · 23 yrs 1 mo
State Registrations51 states
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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.
William Vandenbrul - Financial Advisor | TrueAdvisor