Gregory Williams is a registered investment advisor at Morgan Stanley, based in Purchase, NY, with 27 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
2000 Westchester Ave, (Home Office), Purchase, NY, 10577
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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
April 2021 - Present · 5 yrs 1 mo
Morgan Stanley
April 2021 - Present · 5 yrs 1 mo
Morgan StanleyBroker
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Ernst & Young Investment Advisers LLP
February 2021 - March 2021 · 1 mo
Equitable Advisors, LLCBroker
February 2020 - December 2020 · 10 mos
Oppenheimerfunds Distributor, INC.Broker
February 2007 - May 2019 · 12 yrs 3 mos
Dreyfus Service Corporation
January 2006 - January 2007 · 1 yr
Dreyfus Service Corporation
April 2004 - December 2005 · 1 yr 8 mos
Dreyfus Service CorporationBroker
April 2001 - January 2007 · 5 yrs 9 mos
1st Freedom Securities, LLCBroker
January 2001 - July 2001 · 6 mos
S.W. Bach & CompanyBroker
June 2000 - October 2000 · 4 mos
Tasin & Company, INC.Broker
September 1997 - July 2000 · 2 yrs 10 mos
Gaines, Berland INC.Broker
April 1997 - August 1997 · 4 mos
State Registrations2 states
NJNY
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.