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William Joseph Willett

Morgan Stanley

Greensburg, PA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2015-12-09
TX RA APPROVED_RES 2015-12-09
PA RA APPROVED 2015-03-23
  • OH RA
    APPROVED
    Since 2015-12-09
  • TX RA
    APPROVED_RES
    Since 2015-12-09
  • PA RA
    APPROVED
    Since 2015-03-23

Branch Locations

520 Pellis Road, Greensburg, PA 15601 • 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
Morgan Stanley Smith Barney Llc Greensburg PA 03/2015 Present
Morgan Stanley Private Bank, N.A New York NY 05/2023 Present
  • 03/2015 → Present
    Morgan Stanley Smith Barney Llc
    Greensburg, PA
  • 05/2023 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
  • 2012-03-21 → 2013-06-25
    Hefren-Tillotson, Inc.
    Pittsburgh, PA
    Greensburg, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-03-06
  • S66 Uniform Combined State Law Examination
    2003-03-06
Other Names
  • William Willett
  • William Joseph Willett

View on SEC IAPD

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Other Offices

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · GREENSBURG, PA
OSAIC INSTITUTIONS, INC. · Greensburg, PA
ELLE INVESTMENT GROUP LLC · GREENSBURG, PA
PFS INVESTMENTS INC. · GREENSBURG, PA
AMERIPRISE FINANCIAL SERVICES, LLC · Greensburg, PA
THRIVENT INVESTMENT MANAGEMENT INC. · GREEENSBURG, PA
CITIZENS SECURITIES, INC. · GREENSBURG, PA
EDWARD JONES · GREENSBURG, PA

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