W Radcliff is a registered investment advisor at Morgan Stanley, based in Mobile, AL, with 31 years of industry experience. W is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
Rsa Battle House Tower, 11 North Water St., Suite 16290, Mobile, AL, 36602
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Regulatory History (1)
Customer Dispute
June 2009Other Business Activities
W. is a director at Benchmark Homes, a private home builder, since 2014, dedicating minimal time. W. is also a sole proprietor/owner/partner in CR Properties, a real estate investment strategy business, since 2004.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Salomon Smith Barney INC.Broker
The Robinson-Humphrey Company, LLCBroker
State Registrations32 states
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
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