William Waylett, financial advisor Wilmington NC
93 score

William Waylett

CRD Number: 1931116
Current Firm: Morgan Stanley

William Waylett (CRD# 1931116) is an Investment Advisor Representative working at Morgan Stanley in Wilmington, NC and has over 25 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 Smith Barney Red Bank, NJ Jun 2009 - Current 7
Morgan Stanley & Company, Incorporated Red Bank, NJ Apr 2007 - Current 9
Morgan Stanley Dw Inc. Red Bank, NJ Feb 2007 - Apr 2007 < 1
Salomon Smith Barney Inc. Red Bank, NJ Apr 1994 - Feb 2007 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1990
S65 NASAA Investment Advisors Law Examination May 1994
Contact Info for William A. Waylett
Phone Number: 914-225-5510
Registered State(s):
  • NJ
  • TX
  • NC
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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