WM
WM
William Mcnulty is a registered investment advisor at Morgan Stanley, based in Bethesda, MD, 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
Loading...
Location
7500 Old Georgetown Road 10th Floor, Bethesda, MD, 20814
Get directionsHistory
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
March 2001Closed-No Action
Other Business Activities
William is a board member of the Radford University Foundation since 2018, dedicating minimal time outside of business hours. This activity is investment-related.
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
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
August 2000 - April 2007 · 6 yrs 8 mos
Morgan Stanley Dw INC.Broker
May 2000 - April 2007 · 6 yrs 11 mos
First Union Brokerage Services, INC.Broker
February 1996 - July 2000 · 4 yrs 5 mos
Signet Financial Services,inc.Broker
November 1994 - March 1996 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1993 - September 1994 · 1 yr
State Registrations42 states
ALAZCACOCTDCDEFLGAHIIDILINKSKYLAMAMDMEMNMOMSMTNCNHNJNMNVNYOHORPASCTNTXUTVAVTWAWIWVWY
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.