WM
WM

William Menke

27 Years of Experience
Chicago, IL
Broker

William Menke is a registered investment advisor at Morgan Stanley, based in Chicago, IL, 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

233 South Wacker Drive, Suite 8600, Chicago, IL, 60606

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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 is the sole proprietor/owner of StandFirm LLC, a real estate business, since April 2020. He dedicates minimal time to business development and growth for this investment-related activity.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
June 2001 - June 2009 · 8 yrs
Citigroup Global Markets INC.Broker
April 2001 - June 2009 · 8 yrs 2 mos
Morgan Stanley Dw INC.Broker
June 1998 - May 2001 · 2 yrs 11 mos
Quest Capital Strategies, INC.Broker
April 1998 - October 1998 · 6 mos
State Registrations49 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.