William Conrad Holzapfel

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

• 05/2017 → 06/2020
  Wells Fargo Clearing Services, Llc
  Hagerstown, MD
• 02/2014 → 03/2017
  Cambridge Associates Llc
  Arlington, VA
• 06/2020 → Present
  Morgan Stanley Smith Barney Llc
  Hagerstown, MD
• 07/2021 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2017-09-07 → 2020-06-15
  Wells Fargo Clearing Services, Llc
  Hagerstown, MD

Other Businesses

(1) 504011 - Maryland Symphony Orchestra; Not Investment Related; Hagerstown, MD; Art / Culture; Board Member, Finance Committee; Start June 2022; During business hours: 0; After business hours: 2; Administrative, Accounting / Bookkeeping. (2) 538816 - Community Free Clinic of Washington County; Not Investment Related; Hagerstown, MD; Health and Welfare Advisory Board; Board Member, Finance Committee; Start February 2023; During business hours: 0; After business hours: 5; Administrative.

Exams

• S66 Uniform Combined State Law Examination
  2017-09-07

Designations

• Certified Financial Planner

Other Names

• William Holzapfel
• William C. Holzapfel
• Tad Holzapfel