GW
GW

Gordon Williams

22 Years of Experience
Walnut Creek, CA
Broker

Gordon Williams is a registered investment advisor at Morgan Stanley, based in Walnut Creek, CA, with 22 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

1333 North California Boulevard, Suite 133, Walnut Creek, CA, 94596

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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

Gordon owns and operates real estate rental properties since 2015. He spends minimal time on these activities during business hours and a few hours per week after business hours.

Employment History
Current Registrations
Morgan Stanley
August 2013 - Present · 12 yrs 9 mos
Morgan StanleyBroker
August 2013 - Present · 12 yrs 9 mos
Previous Registrations
Morgan Stanley & CO. LLCBroker
September 2010 - March 2013 · 2 yrs 6 mos
Goldman, Sachs & CO.Broker
September 2003 - September 2010 · 7 yrs
State Registrations20 states
AZCACOCTDCDEFLGAMDMIMTNCNJNVNYOKORTXWAWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.