William J Morthel

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

• 06/2009 → Present
  Morgan Stanley
  San Francisco, CA
• 03/2017 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  San Francisco, CA
• 2000-07-26 → 2007-04-02
  Morgan Stanley Dw Inc.
  San Francisco, CA
  San Francisc, CA

Other Businesses

*623505 -Rental property; Investment related: Yes; Compton, California; Real Estate; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 2/2025; During business hours: 0; After business hours: 0; I plan to rent out a house I own in Southern California. My involvement will be passive, as I have retained a property management company to handle the day-to-day admininstration.

Exams

• S66 Uniform Combined State Law Examination
  2000-01-05

Other Names

• William James Morthel