William George Hains

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

• 08/2009 → 10/2017
  Three Bridge Wealth Advisors
  Menlo Park, CA
• 11/2011 → 06/2017
  Sanctuary Securities, Llc
  San Francisco, CA
• 11/2017 → Present
  Morgan Stanley Smith Barney Llc
  Menlo Park, CA
• 11/2017 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2010-11-17 → 2011-07-29
  Hightower Advisors, Llc
  Menlo Park, CA
  Chicago, IL
• 2009-06-01 → 2009-09-04
  Morgan Stanley
  Menlo Park, CA
• 2002-02-15 → 2009-06-01
  Citigroup Global Markets Inc.
  Menlo Park, CA
  Menlo Park, CA

Exams

• S66 Uniform Combined State Law Examination
  2000-12-28

Other Names

• William George Choi