William Lenzotti is a registered investment advisor at Morgan Stanley, based in Columbus, OH, 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
4343 Easton Commons, Columbus, OH, 43219
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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
March 2022 - Present · 4 yrs 6 mos
Morgan Stanley
March 2022 - Present · 4 yrs 6 mos
Morgan StanleyBroker
March 2022 - Present · 4 yrs 6 mos
Previous Registrations
Key Investment Services LLCBroker
December 2017 - February 2022 · 4 yrs 2 mos
J.P. Morgan Securities LLC
October 2012 - July 2017 · 4 yrs 9 mos
J.P. Morgan Securities LLCBroker
October 2012 - July 2017 · 4 yrs 9 mos
Chase Investment Services CORP.
April 2011 - October 2012 · 1 yr 6 mos
Chase Investment Services CORP.Broker
April 2011 - October 2012 · 1 yr 6 mos
Lincoln Financial Advisors Corporation
September 2005 - April 2011 · 5 yrs 7 mos
Lincoln Financial Advisors CorporationBroker
August 2005 - April 2011 · 5 yrs 8 mos
The Lincoln National Life Insurance CompanyBroker
August 2005 - June 2006 · 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.