WK
CFP
WK
CFP
William Koras is a CFP-designated registered investment advisor at Morgan Stanley, based in Lutherville, MD, 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
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
2330 West Joppa Road, Suite 255, Lutherville, MD, 21093
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2014Denied
Other Business Activities
William serves as a Trustee/Co-Trustee for multiple trusts in Maryland. These activities are investment-related and require minimal time.
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Citigroup Global Markets INC.
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker INC
September 2001 - February 2006 · 4 yrs 5 mos
Legg Mason Wood Walker, IncorporatedBroker
September 2001 - February 2006 · 4 yrs 5 mos
T. Rowe Price Investment Services, INC.Broker
February 1996 - August 2001 · 5 yrs 6 mos
State Registrations28 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.