WG
WG
William Glennon is a registered investment advisor at Morgan Stanley, based in Los Gatos, CA, 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
16000 Los Gatos Boulevard, Los Gatos, CA, 95032
Get directionsHistory
Regulatory History (1)
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Criminal
October 1986Final Disposition
Employment History
Current Registrations
Morgan Stanley
June 2020 - Present · 5 yrs 11 mos
Morgan StanleyBroker
June 2020 - Present · 5 yrs 11 mos
Morgan Stanley
June 2020 - Present · 5 yrs 11 mos
Previous Registrations
UBS Financial Services INC.
December 2008 - July 2020 · 11 yrs 7 mos
UBS Financial Services INC.Broker
December 2008 - July 2020 · 11 yrs 7 mos
Morgan Stanley & CO. Incorporated
April 2007 - December 2008 · 1 yr 8 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - December 2008 · 1 yr 8 mos
Morgan Stanley
July 1997 - April 2007 · 9 yrs 9 mos
Morgan Stanley Dw INC.Broker
December 1996 - April 2007 · 10 yrs 4 mos
State Registrations13 states
AKAZCACODCFLIDNVNYORTNTXUT
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.