WD
WD
William Deichmann
28 Years of Experience
Scottsdale, AZ
1 DisclosureBroker
William Deichmann is a registered investment advisor at Morgan Stanley, based in Scottsdale, AZ, with 28 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
14850 North Scottsdale Road, Suite 600, Scottsdale, AZ, 85254
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 2024Settled
Other Business Activities
William is the manager of WJLKD LLC, a personal LLC for marketable securities, since 2016. This activity is investment-related.
Employment History
Current Registrations
Morgan Stanley
November 2009 - Present · 16 yrs 6 mos
Morgan StanleyBroker
October 2009 - Present · 16 yrs 7 mos
Previous Registrations
J.p.morgan Securities INC.
October 2008 - November 2009 · 1 yr 1 mo
J.P. Morgan Securities INC.Broker
October 2008 - November 2009 · 1 yr 1 mo
J. P. Morgan Securities INC.
September 2006 - October 2008 · 2 yrs 1 mo
J.P. Morgan Securities INC.Broker
July 2006 - October 2008 · 2 yrs 3 mos
Jpmorgan Securities INC
February 2002 - September 2006 · 4 yrs 7 mos
Banc One Securities CorporationBroker
April 1998 - July 2006 · 8 yrs 3 mos
Wma Securities, INC.Broker
February 1997 - May 1997 · 3 mos
State Registrations32 states
ARAZCACOCTDEFLIAIDILINKSMAMDMIMNMONCNENHNMNVNYOHORSCSDTXVAWAWIWY
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.