William BelleroseCRD Number: 5798068
Current Firm: Morgan Stanley
William Bellerose (CRD# 5798068) is an Investment Advisor Representative working at Morgan Stanley in Boston, MA and has over 3 years of experience in the finance industry.
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William Bellerose is a Financial Advisor at Morgan Stanley. William advises clients on wealth management and investment strategies. William leverages the resources available at Morgan Stanley to evaluate financial holdings, address asset allocation and investment strategies, and propose financial plans to help meet stated objectives with reasonable volatility. He currently holds the FINRA Series 7 and 66 licenses and is Life, Variable Life, and Variable Annuity licensed.
William began working at Morgan Stanley in Boston in 2012. William graduated from the College of the Holy Cross in Worcester, Ma with a B.A. in Economics. He currently resides in Boston’s North End. William enjoys working with charities, following professional and college sports, and spending time with his friends and family.
College of the Holy Cross, Bachelor of Arts (B.A.), Economics
Series 7 - General Securities Representative
Series 66 - Combined Investment Advisory Agent & Uniform State Exam
Series 31 - Managed Futures & Commodities
Life, Variable Life & Variable Annuity Licensed
Advanced Portfolio Design, LLC
Commonwealth Financial Network
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Current||4|
|Morgan Stanley Smith Barney||Boston, MA||Jul 2012 - Current||6|
|College Of The Holy Cross||Worcester, MA||Sep 2008 - May 2012||3|
|St. Johns High School||Shrewsbury, MA||Sep 2004 - May 2008||3|
|Exam Code||Name||Passed Date|
|S7||General Securities Representative Examination (GS)||Sep 2012|
|S66||NASAA Uniform Combined State Law Examination||Oct 2012|
|S31||Futures Managed Funds Examination||Aug 2013|
Total Assets Under Management729,249MILLIONS
Total Number of Accounts1,815,592ACCOUNTS
Average Account Value$401,659
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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