William Holzapfel is a CFP-designated registered investment advisor at Morgan Stanley, based in Hagerstown, MD, with 8 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
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Location
1185 Imperial Drive, Suite 102, Hagerstown, MD, 21740
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is a board member and on the finance committee for the Maryland Symphony Orchestra since June 2022, spending minimal time on it. He is also on the advisory board and finance committee for the Community Free Clinic of Washington County since February 2023, dedicating a few hours per week.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations33 states
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