William Schwartz

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

• 06/2018 → 09/2024
  Ubs Financial Services, Inc.
  Weehawken, NJ
• 01/2017 → 05/2018
  Amalgamated Bank
  New York, NY
• 09/2016 → 12/2016
  Franklin & Marshall College
  Lancaster, PA
• 09/2024 → Present
  Morgan Stanley Smith Barney Llc
  Paramus, NJ
• 10/2024 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2018-09-04 → 2024-09-17
  Ubs Financial Services Inc.
  Weehawken, NJ
  New York, NY
  Paramus, NJ
  New York, NY
  Hoboken, NJ

Exams

• S66 Uniform Combined State Law Examination
  2018-08-31

Other Names

• Billy Schwartz