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William Pratt

7 Years of Experience
Roanoke, VA
Broker

William Pratt is a registered investment advisor at Morgan Stanley, based in Roanoke, VA, with 7 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

10 South Jefferson Street, Suite 1700, Roanoke, VA, 24011

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

William works with the Virginia Tech Football Chain Crew during home games in the fall. This activity, which is not investment-related, takes a few hours per week outside of business hours.

Employment History
Current Registrations
Morgan Stanley
May 2019 - Present · 7 yrs
Morgan StanleyBroker
September 2018 - Present · 7 yrs 8 mos
State Registrations31 states
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AdvisorBrokerBoth

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