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William Scott Morsch

Belzberg Capital

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About William Scott Morsch

William Scott Morsch is a financial advisor currently registered with Belzberg Capital. William Scott Morsch has been in the industry since December 19, 2021. William Scott Morsch is licensed to provide financial advice in the state of New York. William Scott Morsch is a registered representative of Belzberg Capital and holds the following licenses: Series 63, SIE and Series 79TO. Prior to joining Belzberg Capital, William Scott Morsch worked with WAVECREST SECURITIES LLC.

Firm Information

William Morsch is currently registered with Belzberg Capital. Belzberg Capital is a Limited Liability Company formed in April 2021. The firm is registered in six states: California, Connecticut, New York, Ohio, Pennsylvania, and Texas. They also have one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

7

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 Morsch’s Registration & Firm History

FL

10/19/2023 - Present

Belzberg Capital (Key Biscayne FL)

TN

12/20/2021 - 10/18/2023

WAVECREST SECURITIES LLC (BRENTWOOD TN)

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Licenses & Designations

BC

Issued 12/18/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/20/2021

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/2021

Series 79TO - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Scott Morsch.
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