WM
WM

William Mcbride

11 Years of Experience
La Jolla, CA
Broker

William Mcbride is a registered investment advisor at Morgan Stanley, based in La Jolla, CA, 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

1111 Prospect Street, La Jolla, CA, 92037

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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

William owns multiple rental real estate properties in California, acting as a sole proprietor or owner. He also serves as an agent/personal representative for a trust.

Employment History
Current Registrations
Morgan Stanley
June 2014 - Present · 11 yrs 11 mos
Morgan StanleyBroker
June 2014 - Present · 11 yrs 11 mos
State Registrations32 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
William Mcbride - Financial Advisor | TrueAdvisor