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William John Luttrell

Morgan Stanley

Garden City, NY

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-03-23
NY RA APPROVED 2023-03-07
  • TX RA
    APPROVED_RES
    Since 2023-03-23
  • NY RA
    APPROVED
    Since 2023-03-07

Branch Locations

1200 Franklin Avenue 2Nd Floor, Garden City, NY 11530 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Melville NY 12/2014 10/2020
Lpl Financial Llc Garden City NY 11/2020 03/2023
The First National Bank Of Long Island Garden City NY 11/2020 03/2023
Financial Resources Group Investment Services Fort Mill SC 11/2020 03/2023
Morgan Stanley Smith Barney Llc Garden City NY 03/2023 Present
Morgan Stanley Private Bank, N.A New York NY 03/2023 Present
  • 12/2014 → 10/2020
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Melville, NY
  • 11/2020 → 03/2023
    Lpl Financial Llc
    Garden City, NY
  • 11/2020 → 03/2023
    The First National Bank Of Long Island
    Garden City, NY
  • 11/2020 → 03/2023
    Financial Resources Group Investment Services
    Fort Mill, SC
  • 03/2023 → Present
    Morgan Stanley Smith Barney Llc
    Garden City, NY
  • 03/2023 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
  • 2020-11-02 → 2023-03-21
    Lpl Financial Llc
    Glen Head, NY
    Garden City, NY
    Garden City, NY
    Fort Mill, SC
    Manhasset, NY
    Locust Valley, NY
    Rockville Center, NY
    Melville, NY
    Garden City, NY
    Valley Stream, NY
    Bayville, NY
    Northport, NY
    Lake Success, NY
    Huntington, NY
  • 2015-02-19 → 2020-11-04
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Melville, NY
    Oceanside, NY
    Long Beach, NY
    Lynbrook, NY
    Lynbrook, NY
    Garden City, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-02-18
  • S66 Uniform Combined State Law Examination
    2015-02-18

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ARKADIOS WEALTH ADVISORS
CETERA INVESTMENT ADVISERS LLC
BRIXTON CAPITAL WEALTH ADVISORS, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
OSAIC WEALTH, INC.
COMMONWEALTH FINANCIAL NETWORK
LESLIE MARIE GIORDANO

Other Investors

TIMOTHY J TASSO
DAWN MARIE EGGERS
DAVID BRIAN CARPENTIER
Alexander Oliner
JULIA BATTAGLIA
Sei il im
ELLEN M CHAN
Jesse M Silver

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GARDEN CITY, NY
ARKADIOS WEALTH ADVISORS · Garden City, NY
CETERA INVESTMENT ADVISERS LLC · Garden City, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GARDEN CITY, NY
CETERA INVESTMENT ADVISERS LLC · GARDEN CITY, NY
BRIXTON CAPITAL WEALTH ADVISORS, LLC · GARDEN CITY, NY
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Garden City, NY
OSAIC WEALTH, INC. · GARDEN CITY, NY

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