William Kender

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

• 06/2025 → Present
  Morgan Stanley
  New York, NY
• 06/2024 → 08/2024
  Curi Rmb Capital
  Washington D.C., DC
• 08/2024 → 05/2025
  Bucknell University
  Lewisburg, PA
• 06/2023 → 08/2023
  Advantage Consulting Group
  Garden City, NY
• 08/2023 → 05/2024
  Bucknell University
  Lewisburg, PA
• 08/2021 → 05/2022
  Bucknell University
  Lewisburg, PA
• 09/2017 → 05/2021
  Wellington C. Mepham High School
  Bellmore, NY
• 06/2021 → 07/2021
  Unemployed
  Bellmore, NY
• 06/2015 → 08/2017
  Unemployed
  Bellmore, NY
• 06/2022 → 07/2022
  Unemployed
  Bellmore, NY
• 08/2022 → 05/2023
  Bucknell University
  Lewisburg, PA

Exams

• S66 Uniform Combined State Law Examination
  2026-02-25

Other Names

• Billy Thomas Kender