Liam P Spencer

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

• 05/2025 → Present
  Morgan Stanley
  New York, NY
• 06/2024 → 05/2025
  Outlier Ai
  Oakland, CA
• 09/2023 → 01/2024
  Economy Candy
  New York, NY
• 01/2022 → 08/2022
  220 East
  Tampa, FL
• 10/2021 → 12/2021
  Morgan Stanley
  Temple Terrace, FL
• 04/2020 → 06/2021
  Guaranteed Rate Affinity
  Chicago, IL
• 01/2020 → 04/2020
  Guaranteed Rate
  Chicago, IL
• 01/2018 → 08/2019
  Joe's Place
  Iowa City, IA
• 08/2016 → 12/2016
  Williams Sonoma
  Orlando, FL
• 02/2024 → 06/2024
  N/A
  N/A, XX
• 09/2022 → 09/2023
  N/A
  N/A, XX
• 07/2021 → 10/2021
  N/A
  N/A, XX
• 09/2019 → 01/2020
  N/A
  N/A, XX
• 01/2017 → 01/2018
  N/A
  N/A, XX
• 01/2026 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2026-02-05