William NashCRD Number: 1179776
Current Firm: Morgan Stanley
William Nash (CRD# 1179776) is an Investment Advisor Representative working at Morgan Stanley in Roanoke, VA and has over 34 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Wells Fargo Clearing Services, LLC
Virginia Capital Strategies
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Current||3|
|Morgan Stanley||Roanoke, VA||Jul 2014 - Current||3|
|Bb&t Securities, LLC||Roanoke, VA||Jan 2013 - Jul 2014||1|
|Scott & Stringfellow, Inc.||Richmond, VA||May 1999 - Jul 2014||15|
|#ia Scott & Stringfellow Inc.||Roanoke, VA||Jan 1992 - Jul 2014||22|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1983|
|S65||NASAA Investment Advisors Law Examination||Nov 1991|
Total Assets Under Management598,503MILLIONS
Total Number of Accounts1,610,240ACCOUNTS
Average Account Value$371,685
- 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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