Wilson Fields is a registered investment advisor at Morgan Stanley, based in Tulsa, OK, 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
2200 South Utica Place, Suite 500, Tulsa, OK, 74114
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Regulatory History (1)
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Customer Dispute
January 2005Denied
Other Business Activities
Wilson works as a soccer referee since 2016, dedicating minimal time outside business hours. He also works at Tulsa Oktoberfest since October 2024, spending about 10-20% of his time after business hours in a labor/service role.
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
December 2000 - June 2009 · 8 yrs 6 mos
Citigroup Global Markets INC.
December 2000 - June 2009 · 8 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1997 - December 2000 · 3 yrs 6 mos
State Registrations47 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.