William George Hains

Claim This Profile

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2020-03-11
CA	RA	APPROVED	2017-11-14

TX RA
APPROVED_RES

Since 2020-03-11
CA RA
APPROVED

Since 2017-11-14

Branch Locations

2775 Sand Hill Road Suite 120, Menlo Park, CA 94025 • 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

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

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

Code	Exam	Date
S66	Uniform Combined State Law Examination	2000-12-28

S66 Uniform Combined State Law Examination

2000-12-28

Other Names

William George Choi

View on SEC IAPD

Other Firms

SILVER LAKE TECHNOLOGY MANAGEMENT, LLC

TRIPLEPOINT ADVISERS LLC

MAKENA CAPITAL MANAGEMENT, LLC

BYERS CAPITAL INVESTMENT ADVISORY, LLC

KLEINER PERKINS

HAN RIVER PARTNERS

COPPERPLATE CAPITAL LLC

Other Investors

CHARLES RICHARD LEVY

FRANK HARVEY ALMENDAREZ

JAMES MATTHEW PALLESCHI

MATTHEW FRANCIS SHEEHAN

BRIAN PATRICK BROGAN

NICOLE N FUENTES

CHARLIE ABRAHAM RAMOS

Other Offices

SILVER LAKE TECHNOLOGY MANAGEMENT, LLC · MENLO PARK, CA

TRIPLEPOINT ADVISERS LLC · MENLO PARK, CA

MENLO EQUITIES · MENLO PARK, CA

MAKENA CAPITAL MANAGEMENT, LLC · MENLO PARK, CA

MORGAN STANLEY · Menlo Park, CA

MORGAN STANLEY · Menlo Park, CA

MORGAN STANLEY · Menlo Park, CA

BYERS CAPITAL INVESTMENT ADVISORY, LLC · MENLO PARK, CA

More in Menlo Park, CA

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor