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William Eberhart
26 Years of Experience
Baltimore, MD
1 DisclosureBroker
William Eberhart is a registered investment advisor at Morgan Stanley, based in Baltimore, MD, with 26 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
1201 Wills Street, Suite 700, Baltimore, MD, 21231
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2012Denied
Other Business Activities
William is the sole proprietor and owner of Crab Key LLC, a residential real estate rental business, since January 2018. He spends minimal time on this activity outside of business hours.
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
September 2001 - April 2007 · 5 yrs 7 mos
Morgan Stanley Dw INC.Broker
November 2000 - April 2007 · 6 yrs 5 mos
American Express Financial Advisors INC.Broker
September 1999 - November 2000 · 1 yr 2 mos
Ids Life Insurance CompanyBroker
September 1999 - November 2000 · 1 yr 2 mos
Biltmore Securities, INCBroker
March 1996 - July 1996 · 4 mos
State Registrations26 states
ALAZCACOCTDCDEFLGAKYLAMAMDMIMNNCNJNYOHPASCSDTXUTVAWA
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.