Gregory L Williams

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2019 → 02/2020
  Unemployed
  Baldwin, NY
• 03/2020 → 12/2020
  Equitable Advisors, Llc
  Woodbury, NY
• 12/2020 → 03/2021
  Tapfin/Ey
  Secaucus, NJ
• 03/2021 → Present
  Morgan Stanley
  New York, NY
• 01/2007 → 06/2019
  Oppenheimerfunds Distributor, Inc
  New York, NY

Previous Registrations

• 2021-02-18 → 2021-03-17
  Ernst & Young Investment Advisers Llp
  Secaucus, NJ
• 2004-04-27 → 2007-01-10
  Bny Mellon Securities Corporation
  New York, NY
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-11-04
• S63 Uniform Securities Agent State Law Examination
  1997-05-27

Other Names

• Gregory Williams
• Gregory Lewis Williams