WS
CFP
WS
CFP
William Style is a CFP-designated registered investment advisor at Morgan Stanley, based in St. Paul, MN, 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
380 Saint Peter Street, Suite 1000, St. Paul, MN, 55102
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Regulatory History (1)
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Customer Dispute
July 2016Denied
Employment History
Current Registrations
Morgan StanleyBroker
October 2015 - Present · 10 yrs 9 mos
Morgan Stanley
October 2015 - Present · 10 yrs 9 mos
Previous Registrations
Ameriprise Financial Services, INC.
October 2009 - October 2015 · 6 yrs
Ameriprise Financial Services, INC.Broker
October 2009 - October 2015 · 6 yrs
Ameriprise Advisor Services, INC.Broker
May 2008 - October 2009 · 1 yr 5 mos
Ameriprise Advisor Services, INC.
May 2008 - October 2009 · 1 yr 5 mos
Wachovia Securities, LLC
March 2000 - May 2008 · 8 yrs 2 mos
Wachovia Securities, LLCBroker
May 1998 - May 2008 · 10 yrs
State Registrations37 states
ARAZCACOCTDEFLGAIAIDILINKSMDMIMNMOMTNCNDNENJNMNVNYOHOKORPASCSDTXUTVAVTWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.