William P Curtis

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

• 12/2018 → 05/2021
  Wells Fargo Bank, Na
  Saint Petersburg, FL
• 12/2019 → 05/2021
  Wells Fargo Clearing Services, Llc
  Saint Petersburg, FL
• 02/2019 → Present
  Air Force Reserve
  Macdill Afb, FL
• 07/2018 → 02/2019
  Georgia Air National Guard
  Robins Afb, GA
• 12/2014 → 07/2018
  United States Air Force
  Robins Afb, GA
• 04/2023 → Present
  Morgan Stanley
  St Petersburg, FL

Previous Registrations

• 2020-11-25 → 2021-06-03
  Wells Fargo Clearing Services, Llc
  Saint Petersburg, FL
  Sarasota, FL

Exams

• S66 Uniform Combined State Law Examination
  2020-11-24

Other Names

• William Curtis
• William Paul Curtis