WB
WB

William Browning

5 Years of Experience
Atlanta, GA
Broker

William Browning is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 5 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

3280 Peachtree Road Northeast, Suite 1900, Atlanta, GA, 30305

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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 is a partner in an unofficial real estate investment partnership since 2020. He spends a few hours per week on this activity.

Employment History
Current Registrations
Morgan StanleyBroker
December 2022 - Present · 3 yrs 7 mos
Morgan Stanley
December 2022 - Present · 3 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
December 2021 - November 2022 · 11 mos
Wells Fargo Clearing Services, LLC
December 2021 - November 2022 · 11 mos
UBS Financial Services INC.
October 2020 - December 2021 · 1 yr 2 mos
UBS Financial Services INC.Broker
September 2020 - December 2021 · 1 yr 3 mos
State Registrations46 states
AKALARAZCACOCTDCDEFLGAHIIDILKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPARISCTNTXUTVAWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.