Joan Louise Williamson

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:

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2014-02-05

MN RA
APPROVED

Since 2014-02-05

Branch Locations

8300 Norman Center Drive, Bloomington, MN 55437 • 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
Morgan Stanley Smith Barney Llc	Bloomington	MN	06/2009	Present

06/2009 → Present

Morgan Stanley Smith Barney Llc

Bloomington, MN

Previous Registrations

2007-05-08 → 2008-09-23

Rbc Capital Markets, Llc

Shoreview, MN

Minneapolis, MN

New York, NY

Other Businesses

1. Rental property; Investment related; Sun Lakes AZ; Rental; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Oct 2018; During business hours: 0; After business hours: 1; Manage rental property

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-05-07

S66 Uniform Combined State Law Examination

2007-05-07

Other Names

Joan Louise Fedt

View on SEC IAPD