Morgan Stanley

Investment Advisor
in Carlsbad, CA

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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

Series 66

Years of Experience

10 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others



Office Location

5796 Armada Drive Suite 200
Carlsbad, CA 92008

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Morgan Stanley Brokerage Details

Total Assets Under Management


CA Average: $7,464,549,021
Total Number of Employees


CA Average: 88
Total Number of Accounts


CA Average: 3,892
Average Account Size


CA Average: $1,917,921

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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
  • Other

William Mcbride Work History

William has 10 years of experience.

2015 - Present (5 years)

Morgan Stanley Private Bank, National Association

2013 - Present (7 years)

Morgan Stanley

2013 - 2013 (< 1 year)

Merrill Lynch

2012 - 2013 (1 year)

La Jolla Beach And Tennis Club

2011 - 2012 (1 year)

University Of California San Diego

2011 - 2011 (< 1 year)

Bacara Resort And Spa

2011 - 2011 (< 1 year)

San Ysidro Ranch, Rosewood Hotels

2008 - 2011 (3 years)

Four Seasons Hotels And Resorts


William Mcbride has no disclosures.

Please visit their SEC profile for more details.

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Timothy Seabolt
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Daniel Lasker
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This content was compiled from the SEC and FINRA.

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