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William Reardon

6 Years of Experience
Albuquerque, NM
Broker

William Reardon is a registered investment advisor at Morgan Stanley, based in Albuquerque, NM, with 6 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

6565 Americas Parkway, Suite 400, Albuquerque, NM, 87110

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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 a partner and sole proprietor/owner of The Eklund Fund, LLC, involved in agriculture, construction/engineering, investment/finance/banking, real estate, and rental property. He spends minimal time during business hours and a few hours per week after business hours on business development/growth, investment decisions/advice, property management, and administrative tasks.

Employment History
Current Registrations
Morgan Stanley
August 2019 - Present · 6 yrs 9 mos
Morgan StanleyBroker
August 2019 - Present · 6 yrs 9 mos
State Registrations47 states
AKALARAZCACOCTDCFLGAHIIAIDILINKSKYLAMAMDMIMNMOMSMTNCNENHNJNMNVNYOHOKORPASCSDTNTXUTVAVTVirgin IslandsWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.