William C Blumberg

CRD 8021746

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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

Authority	Category	Status	Date
TX	RA	APPROVED	2025-05-16
GA	RA	APPROVED	2025-03-25

TX RA
APPROVED

Since 2025-05-16
GA RA
APPROVED

Since 2025-03-25

Branch Locations

3280 Peachtree Road Northeast, Suite 2000 Pwm, 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

Organization	City	State	From	To
Morgan Stanley	Atlanta	GA	01/2025	Present
Self Employed	Atlanta	GA	05/2021	12/2024
Fanclub- Self Employed	Atlanta	GA	08/2021	09/2022
Student	Chapel Hill	NC	01/2017	05/2021
Student	Greenwich	CT	01/2016	12/2016
Morgan Stanley Private Bank, N.A	New York	NY	09/2025	Present

01/2025 → Present

Morgan Stanley

Atlanta, GA
05/2021 → 12/2024

Self Employed

Atlanta, GA
08/2021 → 09/2022

Fanclub- Self Employed

Atlanta, GA
01/2017 → 05/2021

Student

Chapel Hill, NC
01/2016 → 12/2016

Student

Greenwich, CT
09/2025 → Present

Morgan Stanley Private Bank, N.A

New York, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-03-20

S66 Uniform Combined State Law Examination

2025-03-20

Other Names

Will Blumberg

View on SEC IAPD

More in Atlanta, GA

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