William Howard Folks

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

• 01/2024 → 05/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hewlett, NY
• 01/2020 → 12/2023
  Ft Construction
  Sayville, NY
• 08/2019 → 05/2023
  University Of Scranton
  Scranton, PA
• 08/2019 → 08/2023
  Sayville Inn
  Sayville, NY
• 06/2017 → 08/2019
  Sayville Yacht Club
  Sayville, NY
• 01/2014 → 06/2017
  Unemployed
  Sayville, NY
• 10/2024 → 12/2024
  Osaic Wealth, Inc.
  Hauppauge, NY
• 02/2025 → Present
  Morgan Stanley
  Purchase, NY
• 05/2024 → 10/2024
  Unemployed
  Sayville, NY

Exams

• S66 Uniform Combined State Law Examination
  2026-06-11
• S63 Uniform Securities Agent State Law Examination
  2025-01-27

Other Names

• William H Folks