AW
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Anne Williams

12 Years of Experience
Orlando, FL
Broker

Anne Williams is a registered investment advisor at Morgan Stanley, based in Orlando, FL, with 12 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

201 East Pine Street 11th Floor, Orlando, FL, 32801

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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

Anne is a passive minority owner of Dream II LLC, a real estate company, since 2020. She also dedicates minimal time to the Central Florida Association for Women Lawyers and the Varsity Knights Leadership Council, both non-profit organizations, and owns rental property.

Employment History
Current Registrations
Morgan Stanley
January 2017 - Present · 9 yrs 4 mos
Morgan StanleyBroker
January 2017 - Present · 9 yrs 4 mos
Previous Registrations
Raymond James & Associates, INC.
July 2013 - January 2017 · 3 yrs 6 mos
Raymond James & Associates, INC.Broker
June 2013 - January 2017 · 3 yrs 7 mos
State Registrations46 states
ALARAZCACOCTDCDEFLGAHIIAILINKSKYLAMAMDMEMIMNMOMSMTNCNHNJNMNVNYOHOKORPAPRRISCTNTXUTVAVirgin IslandsWAWIWV
AdvisorBrokerBoth

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