William
Dilodovico

Morgan Stanley

CRD#2184004
Investment Advisor
in Fort Lauderdale, FL

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About this Advisor

William Dilodovico is a financial advisor working in Fort Lauderdale, Florida who has 10 years of industry experience. Dilodovico is an employee of Morgan Stanley. They have been with Morgan Stanley for their total career. Dilodovico maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in District Of Columbia, Florida and Texas. Morgan Stanley is an advisory company based in Purchase, NY. The company has offices in 930 locations and a total of 28,000 people on staff. It has $1 trillion in assets between its 2,233,188 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 30,383 charitable organizations. Of its 2,233,188 customer accounts, just 1% belong to high-net-worth individuals who have more than $1 million in investable assets. Morgan Stanley performs a diverse set of services, including 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. Fees charged by financial advisors usually are based on the type of services provided. Fees charged by Morgan Stanley can include any combination of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

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

350 East Las Olas Boulevard Suite 1500
Fort Lauderdale, FL 33301

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

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

28,000

FL Average: 88
Total Number of Accounts

2,233,188

FL Average: 3,892
Average Account Size

$530,659

FL Average: $1,917,921

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 Dilodovico Work History

William has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Morgan Stanley

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of William Dilodovico to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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Daniel Evans
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Russell Huebschle
Oakland, CA
Ellen Spitz
Garden City, NY
Charles Doering
Walnut Creek, CA
Allan House
Baltimore, MD
Calvin Mason
Pueblo, CO
Melissa Moyer
Blue Bell, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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