About this Advisor
William Marsh is a financial advisor working in Tampa, Florida, who has been in the advisory business for 10 years. Marsh currently works for Morgan Stanley. Their career trajectory has included roles at Bankers Life, Eyezoned, Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Usaa Financial Planning Services, Usaa Investment Management Company, Morgan Stanley, Morgan Stanley Private Bank, N.A and Usaa Financial Advisors, Inc. Marsh holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Florida and Texas. Morgan Stanley is a financial advisory company that has its headquarters in Tampa, Florida. The firm has offices in 732 locations and a total of 26,500 financial advisors. It has $1 trillion in assets under management across its 2,129,899 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to 6,380 charities and foundations. Of its 2,129,899 accounts, just 1% belong to high-net-worth individuals who have more than $1 million in investable assets. Morgan Stanley provides a diverse array 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. A financial advisor's fee schedules typically are based on which services the firm provides the client. However, fees billed by Morgan Stanley most likely include any combination of 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 Marsh Work History
William has 10 years of experience.
Morgan Stanley Private Bank, N.A
Usaa Investment Management Company
Usaa Financial Planning Services
Usaa Financial Advisors, Inc
Waddell & Reed, Inc
Various Insurance Carriers For W&R Insurance Agencies
William Marsh has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Morgan Stanley
Menlo Park, CA
New York, NY
Walnut Creek, CA
Toms River, NJ
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