Chaely Williams is a registered investment advisor at Morgan Stanley, based in Cincinnati, OH, with 10 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
7755 Montgomery Road, 2nd Floor, Cincinnati, OH, 45236
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
April 2019 - Present · 7 yrs 1 mo
Morgan StanleyBroker
April 2019 - Present · 7 yrs 1 mo
Previous Registrations
Charles Schwab & CO., INC.
September 2018 - April 2019 · 7 mos
Optionsxpress, INC.Broker
March 2017 - November 2017 · 8 mos
Charles Schwab & CO., INC.Broker
October 2015 - April 2019 · 3 yrs 6 mos
State Registrations2 states
OHTX
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.