William R Petit

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

• 09/2022 → Present
  Morgan Stanley
  Menlo Park, CA
• 06/2022 → 09/2022
  Job Search / Unemployed
  Menlo Park, CA
• 07/2021 → 06/2022
  University Of Oregon
  Eugene, OR
• 09/2020 → 11/2020
  High Standards Logistics (Amazon Delivery)
  Austin, TX
• 12/2020 → 06/2021
  Unemployed
  Austin, TX
• 09/2019 → 05/2020
  Wanderjaunt
  Austin, TX
• 06/2020 → 08/2020
  Unemployed
  Austin, TX
• 11/2018 → 09/2019
  Neiman Marcus
  Austin, TX
• 09/2017 → 06/2022
  Doordash
  Austin, TX
• 09/2017 → 11/2017
  Spanish Oaks Country Club
  Bee Caves, TX
• 08/2016 → 11/2016
  Randstad Inc ( Ubereats )
  Dallas, TX
• 01/2017 → 06/2017
  Wingert Real Estate
  Dallas, TX
• 09/2017 → 10/2017
  Service Menswear
  Austin, TX
• 12/2017 → 11/2018
  Unemployed
  Austin, TX

Exams

• S66 Uniform Combined State Law Examination
  2022-12-05

Other Names

• William Richard Petit