Theresa Williams is a CFP-designated registered investment advisor at Morgan Stanley, based in Orlando, FL, with 30 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
201 East Pine Street 11th Floor, Orlando, FL, 32801
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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 Stanley
October 2016 - Present · 9 yrs 7 mos
Morgan StanleyBroker
October 2016 - Present · 9 yrs 7 mos
Previous Registrations
Wells Fargo Advisors, LLC
January 2013 - October 2016 · 3 yrs 9 mos
Wells Fargo Advisors, LLCBroker
January 2008 - October 2016 · 8 yrs 9 mos
Wachovia Securities, LLC
October 2000 - September 2006 · 5 yrs 11 mos
Wachovia Securities, LLCBroker
October 2000 - September 2006 · 5 yrs 11 mos
First Union Brokerage Services, INC.Broker
September 1994 - October 2000 · 6 yrs 1 mo
State Registrations50 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.