Morgan Stanley
47yrs
Top advisor by experience in Berwyn
5yrs
William Wolfe
Financial advisor at Morgan Stanley
William Wolfe has worked in the financial industry for 5 years and is a fiduciary financial advisor based in Berwyn, Pennsylvania. After three years at Columbia Management Investment Advisers, William joined Morgan Stanley in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Morgan Stanley reports being paid through a percentage of assets, flat fees, and commissions.
One of 320 advisors with offices in Berwyn, and one of 278 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office899 Cassatt Road Suite 100, Berwyn, PA 19312
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.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowMorgan StanleyCurrent firm
- 2021 – 2024
Contact William
(914) 225-5510Firm headquarters in Purchase, NY. Ask for William. 899 Cassatt Road Suite 100Berwyn, PA 19312Office · Get directions Firm websiteHTTP://WWW.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 Wolfe. William works from the Berwyn, PA office.
How long has William been a financial advisor?
William has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does William hold?
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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