William Stuart Mckee

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
CT	RA	APPROVED	2023-08-17
NY	RA	APPROVED	2021-06-16
TX	RA	APPROVED_RES	2020-05-18

CT RA
APPROVED

Since 2023-08-17
NY RA
APPROVED

Since 2021-06-16
TX RA
APPROVED_RES

Since 2020-05-18

Branch Locations

55 East 52Nd Street 12Th Floor, New York, NY 10055 • 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 Smith Barney Llc	New York	NY	02/2013	Present
Morgan Stanley Private Bank, N.A.	New York	NY	01/2015	Present

02/2013 → Present

Morgan Stanley Smith Barney Llc

New York, NY
01/2015 → Present

Morgan Stanley Private Bank, N.A.

New York, NY

Other Businesses

*472370- Trust; Investment related Yes; Naples, Florida; Trust; Trustee/Co-Trustee; 12/2021; During business hours: 2; After business hours: 1; Investment Decisions/Advice, Check Signing/Funds Disbursement

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-10-29

S66 Uniform Combined State Law Examination

2010-10-29

Other Names

William Stuart Mckee
Will Mckee

View on SEC IAPD

Employer firm

Current Employers

Morgan Stanley

Disclosures

Employment History

Other Businesses

Exams

Other Names

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