William Scott Morsch
Professional Summary
William Scott Morsch is a registered financial advisor currently at BELZBERG CAPITAL located in Key Biscayne, Florida. William is registered as a RR (Registered Representative) and started their career in finance in 2021. William has worked at 2 firms and has passed the Series 63, SIE and Series 79TO exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
4 years in the financial services industry
Current & Past Employments
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Current Firm
BELZBERG CAPITAL | BELZBERG CAPITAL LLC
Contact Information
Main Address
680 5th Ave Floor 24, New York, NY 10019Mailing Address
680 5th Ave Floor 24, New York, NY 10019Phone Number
(212) 390-9591Established
Delaware since 04/30/2021Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (6 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(10/19/2023)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Dec 2021About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view William Scott Morsch's CRS (Customer Relationship Summary).
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