Bill Kwon is a registered investment advisor at Morgan Stanley, based in Peoria, IL, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
211 Fulton Street, Suite 500A, Peoria, IL, 61602
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Regulatory History (2)
Customer Dispute
April 2005Customer Dispute
October 2003Other Business Activities
Bill is a sole proprietor of K5 Properties LLC, COO of Endovascular Electronics, and a partner in purchasing and managing rental properties. He also serves on the board of multiple organizations, including the Harvard Club of Sarasota, Charlie Trust, and Falcon Inc, and is a partner at Crimson Strategy Group, spending minimal time on each activity outside of business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations41 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.