Erik Rashawn Williams

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

• 06/2021 → 04/2022
  Fidleity Investments
  Durham, NC
• 12/2013 → 06/2021
  Wells Fargo
  Durham, NC
• 10/2020 → 06/2021
  Kreative Intelligence Llc
  Durham, NC
• 08/2018 → 06/2019
  Unc Greensboro
  Greensboro, NC
• 05/2022 → Present
  Morgan Stanley
  Raleigh, NC

Other Businesses

OBA-61912|OrgNmn:Kreative Intelligence LLC|Org Addr:Durham,North Caro,US|OBA Nature:Selling custom goods|Invst Rel:N|Title:Officer|Duties:Consult and package supplies. |StrtDt:10-01-2020|TotHrs/mon:5|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2023-09-01
• S63 Uniform Securities Agent State Law Examination
  2022-03-31

Other Names

• Erik Rashawn Williams
• Erik Rashawn Williams
• Erik Rashawn Williams-Toole
• Erik Williams