Best Investors Account Sign in

William J Egan

Morgan Stanley

Palm Beach, FL

New York, NY

Claim This Profile
Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-07-18
NY RA APPROVED 2022-06-22
FL RA APPROVED 2022-06-21
  • TX RA
    APPROVED
    Since 2022-07-18
  • NY RA
    APPROVED
    Since 2022-06-22
  • FL RA
    APPROVED
    Since 2022-06-21

Branch Locations

450 Royal Palm Way 5Th Floor, Palm Beach, FL 33480 • United States

1585 Broadway 21St Floor, New York, NY 10036 • 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
Morgan Stanley Smith Barney Llc Palm Beach FL 04/2014 02/2022
Morgan Stanley Smith Barney Llc Palm Beach FL 06/2022 Present
Coinbase Palm Beach Gardens FL 03/2022 05/2022
  • 04/2014 → 02/2022
    Morgan Stanley Smith Barney Llc
    Palm Beach, FL
  • 06/2022 → Present
    Morgan Stanley Smith Barney Llc
    Palm Beach, FL
  • 03/2022 → 05/2022
    Coinbase
    Palm Beach Gardens, FL
Previous Registrations
  • 2014-08-01 → 2022-03-14
    Morgan Stanley
    New York, NY
    New York, NY
    Palm Beach, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-12-17
  • S66 Uniform Combined State Law Examination
    2010-12-17
Other Names
  • William Egan

View on SEC IAPD

Other Firms

HARLAN CAPITAL PARTNERS LLC
SNOWPOINT VENTURES MANAGEMENT, LLC
BLUEGRASS CAPITAL PARTNERS LP
NORTHERN TRUST SECURITIES, INC.
HARVEY CAPITAL MANAGEMENT INC
MISTRAL EQUITY PARTNERS
KLOCKE CAPITAL GROUP, LLC
U.S. BANCORP ADVISORS, LLC

Other Investors

TODD ADELSTEIN
ANITA PATEL
Cameron McDonough
Philip M. Reagan
Kevin P Bryan
Kyle Scott Berardi
CHRISTOPHER ROBERT PRINDLE
MAURICIO MOREIRA

Other Offices

HARLAN CAPITAL PARTNERS LLC · PALM BEACH, FL
SNOWPOINT VENTURES MANAGEMENT, LLC · PALM BEACH, FL
BLUEGRASS CAPITAL PARTNERS LP · PALM BEACH, FL
MORGAN STANLEY · Palm Beach, FL
NORTHERN TRUST SECURITIES, INC. · PALM BEACH, FL
HARVEY CAPITAL MANAGEMENT INC · PALM BEACH, FL
MISTRAL EQUITY PARTNERS · PALM BEACH, FL
KLOCKE CAPITAL GROUP, LLC · PALM BEACH, FL

More in Palm Beach, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor