William Joseph Curry

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

• 01/2015 → 12/2017
  Evolution Markets
  White Plains, NY
• 01/2018 → Present
  Morgan Stanley
  Greenwich, CT
• 02/2018 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Other Businesses

*524184 - art Deco Society of New York; Investment Related: No ; New York, New York, Non-Profit, Art/Culture, Civic/Community; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 11/2022; During business hours : 0 ; After business hours :5; Accounting/Bookkeeping

Exams

• S66 Uniform Combined State Law Examination
  2018-03-26

Other Names

• William J Curry