Next-Gen + Best-in-State · rank 11 · New Orleans, Louisiana · listed firm: Morgan Stanley Wealth Management
Identity & firm
- Firm — Morgan Stanley Wealth Management (high)
- “WILLIAM HENRY OAKLAND - Broker at MORGAN STANLEY” — sec_finra_regulatory
- Parent company — Morgan Stanley (high)
- “Current Firm: MORGAN STANLEY” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “WILLIAM HENRY OAKLAND - Broker at MORGAN STANLEY” — sec_finra_regulatory
- Team name — The Audubon Group (high)
- “The Audubon Group | New Orleans, LA | Morgan Stanley Wealth Management” — firm_official
- “Team Members: William Oakland III, Jason Rawls, Blake Culpepper, Nick Schiro” — forbes_shook
- Team size — gap: not_found_after_search
- CRD — 6213813 (high)
- “Name: WILLIAM HENRY OAKLAND
CRD: 6213813
Current Firm: MORGAN STANLEY” — sec_finra_regulatory
- Years experience — 13 (high)
- “Registration Begin Dates:
- Broker-Dealer: 7/19/2013
- Investment Advisor: 8/9/2013” — sec_finra_regulatory
- Designations — CFP (high)
- “William Oakland III, CFP® - Morgan Stanley | LinkedIn” — social_or_third_party_db
Book of business
- Team AUM ($M) — 2000 (high)
- “Team Assets (Custodied): $2B” — forbes_shook
- Account minimum ($M) — 2 (high)
- “Minimum Account Size for New Business: $2M” — forbes_shook
- Typical client net worth ($M) — 4 (high)
- “Typical Net Worth of Relationships: $3-5M” — forbes_shook
- Client niche — gap: not_found_after_search
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “Exams Passed:
- Series 7 (General Securities Representative Examination) - 7/18/2013
- Series 66 (Uniform Combined State Law Examination) - 8/9/2013” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisor.morganstanley.com/the-audubon-group (high)
- “The Audubon Group | New Orleans, LA | Morgan Stanley Wealth Management” — firm_official
- Value proposition (verbatim) — gap: not_found_after_search
- Differentiators — gap: not_found_after_search
- Content marketing — gap: not_found_after_search
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/in/williamoakland/ (high)
- “William Oakland III, CFP® - Morgan Stanley | LinkedIn” — social_or_third_party_db
- Social presence — gap: not_found_after_search
- Press awards — gap: not_found_after_search
Visual brand
- Has distinct logo — gap: not_found_after_search
- Logo url — gap: not_found_after_search
- Visual brand notes — gap: not_found_after_search