William
Connolly
Morgan Stanley
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About this Advisor
William Connolly is a financial advisor operating in Boston, Massachusetts. Connolly works at Morgan Stanley. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Dartmouth College, Tuck School Of Business At Dartmouth, Goldman Sachs, Ubs Financial Services Inc, Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Connolly holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Texas. Morgan Stanley is an advisory company that has its headquarters in Purchase, NY. The company has offices in 930 locations and a total of 28,000 people on staff. It manages $1 trillion in assets between its 2,233,188 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 30,383 charities and foundations. Of its 2,233,188 customer accounts, just 1% are held by high-net-worth investors who have greater than $1 million in assets. Morgan Stanley performs a number of services, such as 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 which service is provided. However, fees charged by Morgan Stanley may include any blend of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,185,061,196,999
28,000
2,233,188
$530,659
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 Connolly Work History
William has been registered as a financial advisor for 0 years.*
Morgan Stanley Smith Barney LLC
Morgan Stanley Private Bank, N.A
Ubs Financial Services Inc
Goldman Sachs
Tuck School Of Business At Dartmouth
Merrill Lynch, Pierce, Fenner & Smith Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Dartmouth College
Dartmouth College
*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 Connolly to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Morgan Stanley
Jersey City, NJ
Lutherville Timonium, MD
New York, NY
Billings, MT
Walnut Creek, CA
Miami, FL
Pueblo, CO
New York, NY
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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