WB
WB

William Burton

3 Years of Experience
Mclean, VA
Broker

William Burton is a registered investment advisor at Morgan Stanley, based in Mclean, VA, with 3 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

1650 Tysons Boulevard, Suite 1000, Mclean, VA, 22102

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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 is a board member for Bel Cantanti Opera of Maryland, assisting with various tasks. He also volunteers with the DC Phi Beta Kappa Association, dedicating a few hours per week to outreach and event coordination.

Employment History
Current Registrations
Morgan StanleyBroker
June 2025 - Present · 11 mos
Morgan Stanley
June 2025 - Present · 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2023 - June 2025 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2022 - June 2025 · 2 yrs 6 mos
State Registrations45 states
AKARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNNCNDNHNJNMNVNYOHOKORPARISCSDTNTXUTVAVirgin IslandsWAWIWV
AdvisorBrokerBoth

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