William Zorr is a registered investment advisor at Morgan Stanley, based in Washington, DC, with 58 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
1747 Pennsylvania Avenue NorthWest, Street 900, Washington, DC, 20006
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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
October 2021 - Present · 4 yrs 7 mos
Morgan StanleyBroker
October 2021 - Present · 4 yrs 7 mos
Previous Registrations
UBS Financial Services INC.
November 1991 - November 2021 · 30 yrs
UBS Financial Services INC.Broker
January 1980 - November 2021 · 41 yrs 10 mos
Paine, Webber, Jackson & Curtis IncorporatedBroker
April 1974 - January 1980 · 5 yrs 9 mos
Legg Mason Wood Walker, IncorporatedBroker
September 1967 - April 1974 · 6 yrs 7 mos
State Registrations42 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.