Morgan Stanley
46yrs
Top advisor by experience in Colchester
32yrs
Based in Colchester, Vermont, William Edwards is a fiduciary financial advisor with 32 years of industry experience. William has been with Morgan Stanley since 2009; before that, William spent two years at Morgan Stanley & Co. and nine years at Morgan Stanley DW. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 136 advisors with offices in Colchester, and one of 128 fiduciaries.
At a glance
Experience32 years (since 1994)
How that compares ?Top 13% by experience nationwide
Office105 West View Road 5th Floor, Colchester, VT 05446
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2009 – nowMorgan StanleyCurrent firm
- 2007 – 2009Morgan Stanley & Co. LLCPreviously
- 1998 – 2007Morgan Stanley DW Inc.Previously
Contact William
(914) 225-5510Firm headquarters in Purchase, NY. Ask for William. 105 West View Road 5th FloorColchester, VT 05446Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask William
Tailored to William’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About William
How do I contact William?
Call Morgan Stanley at (914) 225-5510 and ask for William Edwards. William works from the Colchester, VT office.
How long has William been a financial advisor?
William has been in the industry since 1994, about 32 years. Top 13% by experience nationwide.
What licenses does William hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask William for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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