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William Rogers

15 Years of Experience
Charleston, SC
Broker

William Rogers is a registered investment advisor at Morgan Stanley, based in Charleston, SC, with 15 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

850 Morrison Drive, Suite 800, Charleston, SC, 29403

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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 the Board Chair and a committee member for The Able Life Foundation, dedicating minimal time. He is also an organizer for Breakwater Holdings LLC, a real estate company, spending minimal time after business hours.

Employment History
Current Registrations
Morgan Stanley
November 2016 - Present · 9 yrs 6 mos
Morgan StanleyBroker
November 2016 - Present · 9 yrs 6 mos
Previous Registrations
Credit Suisse Securities (USA) LLCBroker
August 2010 - October 2016 · 6 yrs 2 mos
State Registrations44 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.