William Storey, financial advisor Roseville CA
93 score

William Storey

CRD Number: 3178545
Current Firm: Morgan Stanley

William Storey (CRD# 3178545) is an Investment Advisor Representative working at Morgan Stanley in Roseville, CA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Smith Barney Sacramento, CA Jun 2009 - Current 7
Morgan Stanley & Company, Incorporated Sacramento, CA Mar 2008 - Current 8
Wachovia Securities, LLC Sacramento, CA Jul 2007 - Mar 2008 < 1
Investors Bank And Trust Sacramento, CA Oct 2006 - Jun 2007 < 1
E*trade Securities Rancho Cordova, CA Jan 2000 - Aug 2006 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1999
S65 NASAA Investment Advisors Law Examination May 2008
Contact Info for William L. Storey
Phone Number: 914-225-5510
Registered State(s):
  • CA
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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