WP
WP
William Peters
32 Years of Experience
Walnut Creek, CA
1 DisclosureBroker
William Peters is a registered investment advisor at Morgan Stanley, based in Walnut Creek, CA, with 32 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
1333 North California Boulevard, Suite 133, Walnut Creek, CA, 94596
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Regulatory History (1)
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Customer Dispute
August 2007Denied
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
May 2007 - June 2009 · 2 yrs 1 mo
Morgan Stanley & CO. Incorporated
May 2007 - June 2009 · 2 yrs 1 mo
Banc of America Investment Services, INC.
June 2002 - May 2007 · 4 yrs 11 mos
Banc of America Investment Services, INC.Broker
April 1999 - May 2007 · 8 yrs 1 mo
Nationsbanc Montgomery Securities LLCBroker
October 1998 - April 1999 · 6 mos
Bancamerica Securities, INC.Broker
March 1996 - October 1998 · 2 yrs 7 mos
Ba Investment Services, INC.Broker
May 1993 - March 1996 · 2 yrs 10 mos
State Registrations16 states
AZCACOILINMANCNVNYOHORSCTNTXUTWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.