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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Altruda is an investment advisor representative associated with Morgan Stanley. William has been in the industry since 1994 and has been registered with Morgan Stanley since 2015. William has a broad range of experience in the financial services industry, having previously worked at Credit Suisse Securities (USA) LLC, Morgan Stanley DW Inc., Goldman, Sachs & Co., and Paine Webber Incorporated. William is registered to offer securities in 52 states and is also registered to offer investment advisory services in 4 states. William holds the Series 7, Series 63, Series 66, and SIE licenses. William's specializations include Asset Allocation Advice, Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, Portfolio Management for Businesses, Portfolio Management for Individuals, and Portfolio Management for Investment Companies.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
AZ
04/15/2020 - Present
Morgan Stanley (Tucson AZ)
NY
08/05/2005 - 08/24/2015
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
08/11/1997 - 08/09/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
11/21/1995 - 07/23/1997
GOLDMAN, SACHS & CO. (NEW YORK NY)
NJ
09/19/1994 - 10/25/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 10/29/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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