Nancy Wilson is a registered investment advisor at Morgan Stanley, based in Portsmouth, NH, 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
1 Harbour Place, Suite 125, Portsmouth, NH, 03801
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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 StanleyBroker
October 2023 - Present · 2 yrs 7 mos
Morgan Stanley
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Ausdal Financial Partners, INC.
October 2010 - October 2023 · 13 yrs
Ausdal Financial Partners, INC.Broker
August 2009 - October 2023 · 14 yrs 2 mos
Waterstone Financial Group, INC.
November 2003 - December 2008 · 5 yrs 1 mo
Waterstone Financial Group, INC.Broker
October 2003 - August 2009 · 5 yrs 10 mos
Fsc Securities Corporation
December 2001 - October 2003 · 1 yr 10 mos
Fsc Securities CorporationBroker
November 2001 - October 2003 · 1 yr 11 mos
Waddell & Reed, INC.Broker
January 1993 - November 2001 · 8 yrs 10 mos
State Registrations26 states
AZCACOCTFLGAMAMDMEMIMNMONCNHNJNYOHORPARISCTNTXUTWAWI
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.