WF
CFP
WF
CFP

William Freudenrich

3 Years of Experience
Tulsa, OK
Broker

William Freudenrich is a CFP-designated registered investment advisor at Morgan Stanley, based in Tulsa, OK, 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

2200 South Utica Place, Suite 500, Tulsa, OK, 74114

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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 of Holland Hall Board of Trustees, serving on the Investment Committee and other committees since August 2023. He spends minimal time on this activity outside of business hours.

Employment History
Current Registrations
Morgan Stanley
April 2024 - Present · 2 yrs 3 mos
Morgan StanleyBroker
April 2024 - Present · 2 yrs 3 mos
Previous Registrations
Capital Advisors, INC.
March 2022 - April 2024 · 2 yrs 1 mo
State Registrations48 states
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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.
William Freudenrich - Financial Advisor | TrueAdvisor