W Fister is a registered investment advisor at Morgan Stanley, based in Lexington, KY, 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
444 East Main Street, Suite 111, Lexington, KY, 40507
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 2007Closed-No Action
Other Business Activities
W. owns Oxford Hill Properties, LLC (real estate) and Oxford Hill Farm (agriculture). W. also serves on the finance committee for Idle Hour Country Club, attending to general financial discussions.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
January 2004 - June 2009 · 5 yrs 5 mos
Citigroup Global Markets INC.Broker
June 1998 - June 2009 · 11 yrs
State Registrations43 states
ALAZCACODCDEFLGAHIILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPASCTNTXVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.