William Hains is a registered investment advisor at Morgan Stanley, based in Menlo Park, CA, with 25 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
2775 Sand Hill Road, Suite 120, Menlo Park, CA, 94025
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
November 2017 - Present · 8 yrs 10 mos
Morgan StanleyBroker
November 2017 - Present · 8 yrs 10 mos
Previous Registrations
Sanctuary Securities LLCBroker
November 2011 - May 2017 · 5 yrs 6 mos
Hightower Advisors, LLC
November 2010 - July 2011 · 8 mos
Hightower Securities, LLCBroker
July 2010 - November 2011 · 1 yr 4 mos
Purshe Kaplan Sterling InvestmentsBroker
August 2009 - July 2010 · 11 mos
Morgan Stanley Smith Barney LLC
June 2009 - September 2009 · 3 mos
Morgan Stanley Smith BarneyBroker
June 2009 - September 2009 · 3 mos
Citigroup Global Markets INC.
February 2002 - June 2009 · 7 yrs 4 mos
Citigroup Global Markets INC.Broker
February 2002 - June 2009 · 7 yrs 4 mos
Robertson Stephens, INC.Broker
August 2000 - February 2002 · 1 yr 6 mos
State Registrations52 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.