WH
CFA
WH
CFA

William Hottenstein

24 Years of Experience
West Conshohocken, PA
Broker

William Hottenstein is a CFA-designated registered investment advisor at Morgan Stanley, based in West Conshohocken, PA, with 24 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

100 Front Street, Suite 600, West Conshohocken, PA, 19428

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

William owns rental property in Brooklyn, NY, since 2011. This activity is investment-related and requires minimal time.

Employment History
Current Registrations
Morgan Stanley
May 2013 - Present · 13 yrs
Morgan StanleyBroker
April 2013 - Present · 13 yrs 1 mo
Previous Registrations
J.P. Morgan Securities LLCBroker
March 2010 - April 2013 · 3 yrs 1 mo
Legacy Advisors, LLC
October 2008 - March 2010 · 1 yr 5 mos
M Holdings Securities, INC.Broker
September 2008 - March 2010 · 1 yr 6 mos
UBS Securities LLCBroker
September 1998 - June 2005 · 6 yrs 9 mos
State Registrations28 states
AZCACOCTDCDEFLGAILMAMDMEMINCNHNJNYOHOKORPASCTNTXVAVTWAWV
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.