William Drake Porter

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

• 10/2011 → Present
  Morgan Stanley Smith Barney
  Nashville, TN
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2007-02-13 → 2011-10-24
  Morgan Keegan & Company, Llc
  Nashville, TN
  Nashville, TN
• 2006-12-20 → 2007-02-13
  Amsouth Investment Management Company Llc
  Birmingham, AL
• 1998-10-05 → 2003-03-06
  Citigroup Global Markets Inc.
  Birmingham, AL

Exams

• S66 Uniform Combined State Law Examination
  2006-12-19
• S65 Uniform Investment Adviser Law Examination
  1998-02-27
• S63 Uniform Securities Agent State Law Examination
  1998-01-23

Other Names

• William Porter
• Drake Porter
• Drake Porter