William John Scott

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

• 01/2022 → 12/2023
  Abn Amro Clearing Usa Llc
  Chicago, IL
• 06/2020 → 01/2022
  Brown-Forman
  Louisville, KY
• 07/2018 → 08/2019
  The Levein Team
  Louisville, KY
• 05/2017 → 07/2018
  Dodd & Dodd Attorneys
  Louisville, KY
• 08/2018 → 12/2021
  University Of Louisville
  Louisville, KY
• 01/2017 → 05/2018
  Louisville Collegiate School
  Louisville, KY
• 09/2016 → 12/2016
  Wyke College
  Hull
• 12/2023 → 03/2025
  Jefferies Llc
  Chicago, IL
• 04/2025 → Present
  Morgan Stanley
  Chicago, IL

Previous Registrations

• 2024-02-05 → 2025-05-09
  Jefferies Investment Advisers Llc
  Chicago, IL
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-02-05

Other Names

• William J Scott