MW
MW

Michael Williams

9 Years of Experience
Kansas City, MO
Broker

Michael Williams is a registered investment advisor at Morgan Stanley, based in Kansas City, MO, 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

4520 Main Street, Kansas City, MO, 64111

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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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Employment History
Current Registrations
Morgan Stanley
January 2017 - Present · 9 yrs 4 mos
Morgan StanleyBroker
August 2016 - Present · 9 yrs 9 mos
State Registrations39 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Michael Williams - Financial Advisor | TrueAdvisor