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Willie Sherman Satterthwaite

Morgan Stanley

Walnut Creek, CA

Melville, NY

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-10-02
NJ RA APPROVED 2023-09-05
NY RA APPROVED 2023-09-05
  • TX RA
    APPROVED_RES
    Since 2023-10-02
  • NJ RA
    APPROVED
    Since 2023-09-05
  • NY RA
    APPROVED
    Since 2023-09-05

Branch Locations

1333 North California Boulevard Suite 133, Walnut Creek, CA 94596 • United States

58 South Service Road, Melville, NY 11747-0983 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
E*Trade Capital Management Llc New York NY 03/2015 02/2020
E*Trade Securities Llc New York NY 03/2015 02/2020
E*Trade Securities Llc New York NY 02/2020 09/2023
E*Trade Capital Management Llc New York NY 02/2020 09/2023
Morgan Stanley Garden City NY 03/2023 01/2024
Morgan Stanley Garden City NY 09/2023 01/2024
Morgan Stanley Garden City NY 09/2023 01/2024
Morgan Stanley Melville NY 01/2024 Present
  • 03/2015 → 02/2020
    E*Trade Capital Management Llc
    New York, NY
  • 03/2015 → 02/2020
    E*Trade Securities Llc
    New York, NY
  • 02/2020 → 09/2023
    E*Trade Securities Llc
    New York, NY
  • 02/2020 → 09/2023
    E*Trade Capital Management Llc
    New York, NY
  • 03/2023 → 01/2024
    Morgan Stanley
    Garden City, NY
  • 09/2023 → 01/2024
    Morgan Stanley
    Garden City, NY
  • 09/2023 → 01/2024
    Morgan Stanley
    Garden City, NY
  • 01/2024 → Present
    Morgan Stanley
    Melville, NY
Previous Registrations
  • 2009-05-18 → 2023-09-05
    Harrisdirect Llc
    Arlington, VA
    New York, NY
    Jersey City, NJ
    New York, NY
    New York, NY
    Garden City, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-05-15
S63 Uniform Securities Agent State Law Examination 2001-03-13
  • S66 Uniform Combined State Law Examination
    2009-05-15
  • S63 Uniform Securities Agent State Law Examination
    2001-03-13
Other Names
  • Satterthwaite Sherman Willie

View on SEC IAPD

Other Firms

USCF ADVISERS
BURTON ENRIGHT WELCH
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SAVANT WEALTH MANAGEMENT
ONE CAPITAL MANAGEMENT, LLC
ROCKEFELLER FINANCIAL LLC
OSAIC WEALTH, INC.

Other Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL
Sydney Irene Kovacs
DAVID ANTHONY ESPINEIRA
BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

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