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About this Advisor
William Mcbride is an advisor who lives in Carlsbad, California. Currently an advisor at Morgan Stanley, they have accumulated 10 years of professional experience as a financial advisor. Mcbride maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Mcbride is registered to operate in California. Their career trajectory has included roles at University Of California San Diego, Morgan Stanley, Merrill Lynch, La Jolla Beach And Tennis Club, Bacara Resort And Spa, San Ysidro Ranch, Rosewood Hotels, Four Seasons Hotels And Resorts and Morgan Stanley Private Bank, National Association. Morgan Stanley is headquartered in Carlsbad, California, and operates out of 702 additional locations throughout the nation. As a company, Morgan Stanley manages $735 billion in assets dispersed across 1,724,668 accounts and retains more than 26,000 people. The level of assets currently under the firm's management makes it one of the largest investment advisory firms in the United States. The firm manages 1,070,823 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the advisor firm's 1,724,668 clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in capital. Morgan Stanley offers financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Morgan Stanley Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
William Mcbride Work History
William has 10 years of experience.
Morgan Stanley Private Bank, National Association
La Jolla Beach And Tennis Club
University Of California San Diego
Bacara Resort And Spa
San Ysidro Ranch, Rosewood Hotels
Four Seasons Hotels And Resorts
William Mcbride has no disclosures.
Please visit their SEC profile for more details.