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William Bagnato

Morgan Stanley

Purchase, NY

CRD 6629479

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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

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-09-02
NY RA APPROVED 2021-06-16
CT RA APPROVED 2019-02-26
  • TX RA
    APPROVED_RES
    Since 2022-09-02
  • NY RA
    APPROVED
    Since 2021-06-16
  • CT RA
    APPROVED
    Since 2019-02-26

Branch Locations

2000 Westchester Avenue 1Nc, Purchase, NY 10577 • 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
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc Purchase NY 09/2018 Present
Beresford Landscape Design Inc. Mamaroneck NY 04/2018 08/2018
Unemployed Chappaqua NY 12/2017 04/2018
Manhattan College Riverdale NY 09/2013 12/2017
Morgan Stanley Smith Barney Llc Mt. Kisco NY 05/2017 08/2017
Morgan Stanley Private Bank, N.A. New York NY 10/2018 Present
  • 09/2018 → Present
    Morgan Stanley Smith Barney Llc
    Purchase, NY
  • 04/2018 → 08/2018
    Beresford Landscape Design Inc.
    Mamaroneck, NY
  • 12/2017 → 04/2018
    Unemployed
    Chappaqua, NY
  • 09/2013 → 12/2017
    Manhattan College
    Riverdale, NY
  • 05/2017 → 08/2017
    Morgan Stanley Smith Barney Llc
    Mt. Kisco, NY
  • 10/2018 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-02-26
  • S66 Uniform Combined State Law Examination
    2019-02-26
Other Names
  • William F Bagnato

View on SEC IAPD

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