William Collins, financial advisor Indianapolis IN
93 score

William Collins

CRD Number: 5409367
Current Firm: Morgan Stanley

William Collins (CRD# 5409367) is an Investment Advisor Representative working at Morgan Stanley in Indianapolis, IN and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, N.a. Indianapolis, IN Sep 2015 - Current 1
Morgan Stanley Smith Barney LLC Indianapolis, IN Sep 2015 - Current 1
Morgan Stanley Smith Barney LLC Oak Brook, IL Aug 2013 - Sep 2015 2
Morgan Stanley Private Bank, N.a. Oak Brook, IN Aug 2013 - Sep 2015 2
Unemployed Aurora, IL Mar 2013 - Aug 2013 < 1
William Blair & Company Chicago, IL Aug 2011 - Mar 2013 1
Jpmorgan Chicago, IL Jul 2007 - Jul 2011 4
Northern Trust Company Lake Forest, IL Aug 2004 - Jul 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2007
Contact Info for William C. Collins
Phone Number: 914-225-5510
Registered State(s):
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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