William Konves is a CFP-designated registered investment advisor at Morgan Stanley, based in Nashville, TN, with 20 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
3102 West End Avenue, Suite 200, Nashville, TN, 37203
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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 StanleyBroker
October 2015 - Present · 10 yrs 7 mos
Morgan Stanley
October 2015 - Present · 10 yrs 7 mos
Previous Registrations
Wells Fargo Advisors, LLC
October 2010 - October 2015 · 5 yrs
Wells Fargo Advisors, LLCBroker
October 2010 - October 2015 · 5 yrs
Suntrust Investment Services, INC.Broker
May 2006 - October 2010 · 4 yrs 5 mos
Suntrust Investment Services, INC.
May 2006 - October 2010 · 4 yrs 5 mos
Waddell & Reed, INC.
July 2005 - March 2006 · 8 mos
Waddell & Reed, INC.Broker
June 2005 - March 2006 · 9 mos
State Registrations25 states
AKALAZCACOFLGAHIINKYLAMAMOMSMTNCNYOHOKSCSDTNTXVAWA
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.