WC
WC

William Curry

9 Years of Experience
Greenwich, CT
Broker

William Curry is a registered investment advisor at Morgan Stanley, based in Greenwich, CT, with 9 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

One Fawcett Place, 3rd Floor, Greenwich, CT, 06830

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History

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.

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Other Business Activities

William is a board member of the Art Deco Society of New York, a non-profit organization. He spends minimal time on accounting and bookkeeping for the organization.

Employment History
Current Registrations
Morgan Stanley
March 2018 - Present · 8 yrs 4 mos
Morgan StanleyBroker
February 2018 - Present · 8 yrs 5 mos
Previous Registrations
Icap Corporates LLCBroker
April 2013 - January 2015 · 1 yr 9 mos
State Registrations35 states
AZCACOCTDCDEFLGAIDINKYLAMAMDMEMIMNMTNCNHNJNVNYOHORPARISCTNTXUTVAVTWAWV
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.
William Curry - Financial Advisor | TrueAdvisor