William Pittman is a registered investment advisor at Morgan Stanley, based in Austin, TX, with 14 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
301 Congress Avenue, Suite 1400, Austin, TX, 78701
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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
March 2021 - Present · 5 yrs 2 mos
Morgan Stanley
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
April 2014 - March 2021 · 6 yrs 11 mos
J.P. Morgan Securities LLC
April 2014 - March 2021 · 6 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2011 - March 2014 · 2 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2011 - March 2014 · 3 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2009 - February 2009 · 0 mos
State Registrations48 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.