WP
CFP
WP
CFP

William Pappert

29 Years of Experience
Bethesda, MD
Broker

William Pappert is a CFP-designated registered investment advisor at Morgan Stanley, based in Bethesda, MD, with 29 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

7500 Old Georgetown Road 10th Floor, Bethesda, MD, 20814

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

William is a managing partner at Fourtunits LLC, a real estate, investment, and finance/banking business, since 1997. He spends minimal time on activities such as accounting, bookkeeping, investment decisions, and property management.

Employment History
Current Registrations
Morgan StanleyBroker
February 2024 - Present · 2 yrs 3 mos
Morgan Stanley
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2008 - February 2024 · 15 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2008 - February 2024 · 15 yrs 9 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - May 2008 · 1 yr 1 mo
Morgan Stanley & CO. Incorporated
April 2007 - May 2008 · 1 yr 1 mo
Morgan Stanley
May 1998 - April 2007 · 8 yrs 11 mos
Morgan Stanley Dw INC.Broker
May 1997 - April 2007 · 9 yrs 11 mos
Financial Network Investment CorporationBroker
August 1996 - January 1997 · 5 mos
State Registrations25 states
AZCACOCTDCDEFLGAILMAMDMINCNHNJNYOKORPASCTNTXVAWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.