WM
WM
William Mccleneghen
27 Years of Experience
Boca Raton, FL
1 DisclosureBroker
William Mccleneghen is a registered investment advisor at Morgan Stanley, based in Boca Raton, FL, 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
4855 Technology Way, Suite 600, Boca Raton, FL, 33431
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 2008Denied
Employment History
Current Registrations
Morgan Stanley
May 2013 - Present · 13 yrs 2 mos
Morgan StanleyBroker
May 2013 - Present · 13 yrs 2 mos
Previous Registrations
Wells Fargo Advisors, LLC
January 2003 - May 2013 · 10 yrs 4 mos
Wells Fargo Advisors, LLCBroker
December 2002 - May 2013 · 10 yrs 5 mos
Merrill Lynch Pierce Fenner & Smith INC.
April 1998 - December 2002 · 4 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1998 - December 2002 · 4 yrs 8 mos
State Registrations23 states
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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.