Wilson Bullard is a registered investment advisor at Morgan Stanley, based in Middleton, MA, with 20 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
35 Village Road, Suite 601, Middleton, MA, 01949
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
October 2012 - Present · 13 yrs 7 mos
Morgan StanleyBroker
September 2012 - Present · 13 yrs 8 mos
Previous Registrations
Banc of America Investment Services, INC.Broker
October 2004 - November 2006 · 2 yrs 1 mo
Quick & Reilly, INC.Broker
September 2004 - October 2004 · 1 mo
Quick & Reilly, INC.Broker
September 2000 - December 2000 · 3 mos
Bankboston Investor Services, INC.Broker
November 1996 - September 2000 · 3 yrs 10 mos
Baybanks Brokerage Services, INC.Broker
May 1996 - November 1996 · 6 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.