William Forte is a registered investment advisor at Morgan Stanley, based in Canton, CT, 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
Canton, CT
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Regulatory History (2)
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Customer Dispute
September 2002Settled
Customer Dispute
November 2000Denied
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.
December 1998 - June 2009 · 10 yrs 6 mos
Citigroup Global Markets INC.Broker
June 1998 - June 2009 · 11 yrs
State Registrations36 states
AZCACOCTDEFLGAHIIAIDILINKSMAMDMEMNMSMTNCNHNJNYOHOKORPARISCTNTXUTVAVTWAWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.