William Eggett, financial advisor South Jordan UT
89 score

William Eggett

CRD Number: 6239357
Current Firm: Morgan Stanley

William Eggett (CRD# 6239357) is an Investment Advisor Representative working at Morgan Stanley in South Jordan, UT and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley South Jordan, UT Oct 2014 - Current 2
Unemployed Sandy, UT Apr 2014 - Sep 2014 < 1
Jpmorgan Securities LLC Salt Lake City, UT Jul 2013 - Apr 2014 < 1
Jpmorgan Chase Bank Salt Lake City, UT Apr 2011 - Apr 2014 3
Security National Mortgage Corp. Cottonwood Heights, UT Jan 2003 - Apr 2011 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
S63 Uniform Securities State Law Examination Nov 2013
Contact Info for William C. Eggett
Phone Number: 914-225-5510
Registered State(s):
  • TX
  • UT
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
89
Clean Record
This advisor has a clean track record with regulators.

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