WK
WK

William Krauss

19 Years of Experience
Coral Gables, FL
Broker

William Krauss is a registered investment advisor at Morgan Stanley, based in Coral Gables, FL, with 19 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

220 Alhambra Circle, 10th Floor, Coral Gables, FL, 33134

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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 a board member for The Alliance for Florida's National Parks and KIPP MIAMI, spending minimal time on each outside of business hours. He is also a member of BGG 305, LLC and a sole proprietor/owner of a rental property.

Employment History
Current Registrations
Morgan StanleyBroker
May 2022 - Present · 4 yrs
Morgan Stanley
May 2022 - Present · 4 yrs
Previous Registrations
J.P. Morgan Securities LLCBroker
June 2018 - May 2022 · 3 yrs 11 mos
J.P. Morgan Securities LLC
June 2018 - May 2022 · 3 yrs 11 mos
Morgan Stanley
October 2013 - May 2018 · 4 yrs 7 mos
Morgan StanleyBroker
October 2013 - May 2018 · 4 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2012 - October 2013 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2012 - October 2013 · 1 yr 3 mos
Morgan Stanley Smith Barney LLC
June 2009 - June 2012 · 3 yrs
Morgan Stanley Smith BarneyBroker
June 2009 - June 2012 · 3 yrs
Morgan Stanley & CO. Incorporated
November 2008 - June 2009 · 7 mos
Morgan Stanley & CO. IncorporatedBroker
August 2008 - June 2009 · 10 mos
Morgan Stanley & CO., IncorporatedBroker
August 2005 - November 2007 · 2 yrs 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.