William Shade is a registered investment advisor at Morgan Stanley, based in Forsyth, IL, 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
241 West Weaver Road, Forsyth, IL, 62535
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Regulatory History (1)
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Customer Dispute
August 2014Denied
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
January 2007 - June 2009 · 2 yrs 5 mos
Citigroup Global Markets INC.Broker
October 2006 - June 2009 · 2 yrs 8 mos
Edward JonesBroker
December 1999 - October 2006 · 6 yrs 10 mos
Dean Witter Reynolds INC.Broker
October 1998 - December 1999 · 1 yr 2 mos
Spencer Clarke L.P.Broker
June 1997 - September 1998 · 1 yr 3 mos
Painewebber IncorporatedBroker
June 1997 - June 1997 · 0 mos
State Registrations27 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.