Osaic Wealth
46yrs
Top advisor by experience in Utica
14yrs
Based in Utica, New York, William Rust is a fiduciary financial advisor with 14 years of industry experience. William joined Morgan Stanley in 2022, after a year at Strategic Financial Services and four years at Amundi Pioneer Institutional Asset Management. William holds the CFP® designation.
One of 78 advisors with offices in Utica, and one of 58 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?More experience than 53% of advisors in Utica
Office106 Business Park Drive, Utica, NY 13502
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 ?1 state
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowMorgan StanleyCurrent firm
- Sep 2021 – Oct 2022Strategic Financial ServicesPreviously
- 2013 – 2017Amundi Pioneer Institutional Asset Management, Inc.Previously
- Aug 2012 – Oct 2013Edward JonesPreviously
Contact William
106 Business Park DriveUtica, NY 13502Office · Get directions Firm main line(914) 225-5510Headquarters: Morgan Stanley · Purchase, NY Firm websitewww.morganstanley.com
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Questions to ask William
Tailored to William’s registration and firm.
- 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?
- What would I pay in total each year, in dollars, including fund and trading costs?
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 Rust. William works from the Utica, NY office.
How long has William been a financial advisor?
William has been in the industry since 2012, about 14 years. More experience than 53% of advisors in Utica.
What licenses does William hold?
Series 63, Series 66. 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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