William H Maung

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

• 11/2022 → 01/2025
  First Republic Investment Management, Inc
  San Francisco, CA
• 06/2023 → 10/2023
  First Republic Securities Company, Llc
  San Francisco, CA
• 03/2021 → 11/2022
  Heckman Financial And Insurance Services
  San Jose, CA
• 06/2020 → 08/2020
  Wells Fargo
  San Francisco, CA
• 01/2019 → 01/2020
  Wells Fargo
  Campbell, CA
• 07/2018 → 01/2019
  Wells Fargo
  San Jose, CA
• 01/2012 → 10/2017
  Us Navy
  Norfolk, VA
• 08/2017 → 12/2020
  San Jose State University
  San Jose, CA
• 09/2023 → 01/2025
  J.P. Morgan Securities Llc
  San Francisco, CA
• 10/2023 → 01/2025
  Jp Morgan Chase Bank, N.A.
  San Francisco, CA
• 01/2025 → Present
  Morgan Stanley
  Menlo Park, CA

Previous Registrations

• 2023-08-31 → 2025-01-13
  J.P. Morgan Private Wealth Advisors Llc
  San Francisco, CA
• 2024-05-22 → 2025-01-12
  J.P. Morgan Securities Llc
  San Francisco, CA
  New York, NY
  San Francisco, CA
  Oakland, CA

Exams

• S66 Uniform Combined State Law Examination
  2023-08-30

Other Names

• Will Maung
• William Maung
• William Htetahkar Maung