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William Lewis Browning

Morgan Stanley

Atlanta, GA

CRD 7279125

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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
GA RA APPROVED 2022-12-21
TX RA APPROVED 2022-12-19
  • GA RA
    APPROVED
    Since 2022-12-21
  • TX RA
    APPROVED
    Since 2022-12-19

Branch Locations

3280 Peachtree Road Northeast Suite 1900, Atlanta, GA 30305 • 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
Ubs Financial Services Inc Atlanta GA 08/2020 12/2021
Unemployed Atlanta GA 01/2020 08/2020
College Football Player Statesboro GA 07/2017 12/2019
La Berry Frozen Yogurt Statesboro GA 03/2017 02/2018
Walgreen's Stateboro GA 03/2016 03/2017
Louie's House / Summit Bhc Statesboro GA 01/2016 12/2016
Wells Fargo Clearing Services, Llc Atlanta GA 12/2021 11/2022
Morgan Stanley Atlanta GA 11/2022 Present
  • 08/2020 → 12/2021
    Atlanta, GA
  • 01/2020 → 08/2020
    Unemployed
    Atlanta, GA
  • 07/2017 → 12/2019
    College Football Player
    Statesboro, GA
  • 03/2017 → 02/2018
    La Berry Frozen Yogurt
    Statesboro, GA
  • 03/2016 → 03/2017
    Walgreen's
    Stateboro, GA
  • 01/2016 → 12/2016
    Louie's House / Summit Bhc
    Statesboro, GA
  • 12/2021 → 11/2022
    Atlanta, GA
  • 11/2022 → Present
    Atlanta, GA
Previous Registrations
Other Businesses

*534244 - Unofficial Partnership; Investment related - Yes; Atlanta, GA; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 05/2020; During business hours: 0; After business hours: 8; Real Estate investment and modeling

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-12
  • S66 Uniform Combined State Law Examination
    2020-10-12
Other Names
  • William Lewis Browning
  • William Lewis Browning

View on SEC IAPD

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