WD
WD
William Davis is a registered investment advisor at Morgan Stanley, based in Perrysburg, OH, with 31 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
6250 Levis Common Blvd, Perrysburg, OH, 43551
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Regulatory History (1)
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Customer Dispute
December 1999Settled
Other Business Activities
William is a board member and president of Carranor Hunt and Polo Club, dedicating minimal time outside business hours. He is also a partner in J R & H LLC, a real estate venture, and holds various roles related to trusts, estates, and power of attorney, all investment-related.
Employment History
Current Registrations
Morgan Stanley
June 2016 - Present · 9 yrs 11 mos
Morgan StanleyBroker
June 2016 - Present · 9 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 1996 - June 2016 · 20 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1994 - June 2016 · 21 yrs 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.