William M. Bonelli

Current Employers

Employment History

• 06/2009 → Present
  Morgan Stanley Smith Barney Llc
  La Jolla, CA
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  La Jolla, CA
  San Diego, CA
• 2003-09-17 → 2007-04-02
  Morgan Stanley Dw Inc.
  San Diego, CA
  San Diego, CA

Other Businesses

1. BONELLI INVESTMENT; SAN DIEGO, CA; GENERAL PARTNER; POOLED PRIVATE INVESTMENTS BY IMMEDIATE FAMILY MEMBERS; ON THE FINANCE OR INVESTMENT COMMITTEE; 0 HOURS DURING BUSINESS; 0 HOURS AFTER BUSINESS; 05/2013** 2. BONELLI INVESTMENT I; SAN DIEGO, CA; GENERAL PARTNER; POOLED PRIVATE INVESTMENTS BY IMMEDIATE FAMILY MEMBERS; ON THE FINANCE OR INVESTMENT COMMITTEE; 0 HOURS DURING BUSINESS; 0 HOURS AFTER BUSINESS; 01/2014** 3. BONELLI INVESTMENT II; SAN DIEGO, CA; GENERAL PARTNER; POOLED PRIVATE INVESTMENTS BY IMMEDIATE FAMILY MEMBERS; ON THE FINANCE OR INVESTMENT COMMITTEE; 0 HOURS DURING BUSINESS; 0 HOURS AFTER BUSINESS; 09/2014** 4. RENTAL PROPERTY; LANDLORD; PASO ROBLES CA; SINGLE FAMILY RESIDENCE; 0 AFTER BUSINESS HOURS: 0 DURING BUSINESS HOURS; 06/2013** 5. RENTAL PROPERTY; SINGLE FAMILY HOME; JOINT VENTURE; PASO ROBLES, CA; NO TIME SPENT BEFORE AND DURING BUSINESS; 11/2013** 6. TWO RENTAL PROPERTIES; SINGLE FAMILY HOME; 50% OWNER; PASO ROBLES, CA; NO TIME SPENT BEFORE AND DURING BUSINESS; 04/2014 7. TWO RENTAL PROPERTIES; PASO ROBLES, CA; RUN RENTAL ; 9/2014; OWNER; JOINT 8. RENTAL PROPERTY; JOINT INVESTOR; 05/2015; 0 HOURS; TRIPLEX RENTAL PROPERTY; PASO ROBLES, CA 9. Rental Property; Investment related; Paso Robles, CA; Rental; 50% Home Owner with Brother (proprietor, partner, officer, director, employee, trustee, agent); Jul 2017; During business hours: 0; After business hours: 0; Purpose is to run as a rental. 11. *392593 -Trust; Investment related - Yes; Executor/Co-Executor (proprietor, partner, officer, director, employee, trustee, agent); Apr 2020; During business hours: 0; After business hours: 4. 12. *403406- Rodeo Land Company; Investment related No; Santa Clarita, California; Real Estate; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 07/2020; During business hours: 0; After business hours: 4; Investment Decisions/Advice 13. *419411 - Rental Property; Investment related - Yes; San Diego, CA; Real Estate; Partner, Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2020; During business hours: 0; After business hours: 1; Partner in SFR real estate purchase *462843- Mission Bay Youth Baseball; Investment related No; San Diego, California; Non-Profit; Board Member (proprietor, partner, officer, director, employee, trustee, agent12/2021; During business hours: 0; After business hours: 20; Labor/Service *485617- Mission Bay Youth Field Association; Investment related -No; San Diego, California; Children/Youth; Board Member(proprietor, partner, officer, director, employee, trustee, agent); 02/2022; During business hours: 0; After business hours: 10; Labor/Service

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-08-08
• S63 Uniform Securities Agent State Law Examination
  2003-08-07

Other Names

• Bill M. Bonelli
• Billy Bonelli