William Valenti is a registered investment advisor at Morgan Stanley, based in Fort Myers, FL, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
7811 University Pointe Drive, Suite 100, Fort Myers, FL, 33907
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is a committee member for the Twentieth Judicial Circuit Grievance Committee of the Florida Bar since 2015, dedicating minimal time. He also serves as a successor trustee since 2022, dedicating minimal time.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
Pfic Advisors, INC.
Pfic Securities CorporationBroker
Fiserv Investor Services, INC.Broker
First Union Securities, INC.Broker
First Union Brokerage Services, INC.Broker
State Registrations48 states
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