SW
SW

Spencer Willhite

11 Years of Experience
Salt Lake City, UT
Broker

Spencer Willhite is a registered investment advisor at Morgan Stanley, based in Salt Lake City, UT, with 11 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

60 East South Temple, 20th Floor, Salt Lake City, UT, 84111

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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

Spencer performs administrative tasks for retail/online stores in Highland, Utah. This activity is not investment-related and takes minimal time outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
February 2017 - Present · 9 yrs 3 mos
Morgan Stanley
February 2017 - Present · 9 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2014 - March 2017 · 2 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2014 - March 2017 · 2 yrs 10 mos
State Registrations19 states
AZCACOFLIDINMONJNMNVNYOKORTNTXUTVAWAWY
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.