WC
WC

William Collins

23 Years of Experience
Purchase, NY
Broker

William Collins is a registered investment advisor at Morgan Stanley, based in Purchase, NY, with 23 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

2000 Westchester Avenue, 1Nc, Purchase, NY, 10577

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

William is the officer of All Island Appraisal & Realty Inc. as co-executor of his father's estate, dedicating minimal time to winding down the business. He also reviews exam items for the CFP Board, spending minimal time on this activity.

Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs 2 mos
Morgan StanleyBroker
January 2012 - Present · 14 yrs 6 mos
Previous Registrations
Morgan Stanley
February 2012 - December 2012 · 10 mos
UBS Financial Services INC.Broker
January 2005 - January 2012 · 7 yrs
Merrill Lynch Pierce Fenner & Smith INC.
November 2002 - January 2005 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2002 - January 2005 · 2 yrs 3 mos
State Registrations41 states
ALAZCACOCTDCDEFLGAHIIAIDILINLAMAMDMEMIMNMONCNDNENHNJNVNYOHOKORPARISCTNTXVAVTVirgin IslandsWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.