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William Patten Morrison

BAY Crest Partners, LLC

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About William Patten Morrison

William Morrison is a financial professional with over three decades of experience in the securities industry. William is currently registered with Bay Crest Partners, LLC and is actively involved in serving clients in Florida and New York. William's experience spans various firms, including Whitaker Securities LLC, Seaboard Securities, Inc., Rafferty Capital Markets, LLC, Tradition Asiel Securities Inc., Tullett & Tokyo Securities, Inc., Cantor Fitzgerald Securities, Fundamental Brokers, and Cantor Fitzgerald Securities Corp. William holds Series 63, 72, and SIE licenses and is dedicated to providing comprehensive financial guidance to clients.

Firm Information

William Morrison is currently registered with BAY Crest Partners, LLC. BAY Crest Partners, LLC is a Limited Liability Company formed in December 1994. The firm is registered in 26 states and has 1 approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

40

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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William Morrison’s Registration & Firm History

FL

07/20/2023 - Present

BAY Crest Partners, LLC (Miami FL)

FL

03/25/2008 - 07/05/2023

WHITAKER SECURITIES LLC (JUNO BEACH FL)

NY

11/20/2007 - 04/09/2008

SEABOARD SECURITIES, INC. (NEW YORK NY)

NY

04/10/2007 - 11/14/2007

RAFFERTY CAPITAL MARKETS, LLC (GARDEN CITY NY)

NY

10/04/1999 - 04/09/2007

TRADITION ASIEL SECURITIES INC. (NEW YORK NY)

NY

08/20/1993 - 10/01/1999

TULLETT & TOKYO SECURITIES, INC. (NEW YORK NY)

NY

10/27/1992 - 05/18/1993

CANTOR FITZGERALD SECURITIES (NEW YORK NY)

NA

04/10/1991 - 09/09/1992

FUNDAMENTAL BROKERS

NY

07/25/1987 - 04/03/1991

CANTOR FITZGERALD SECURITIES CORP. (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/30/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 72 - Government Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Patten Morrison.
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