William G Knox

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

• 08/2022 → Present
  Morgan Stanley
  San Francisco, CA
• 08/2021 → 07/2022
  Pnc Bank
  Cincinnati, OH
• 06/2020 → 08/2020
  Pnc Bank
  Cincinnati, OH
• 05/2019 → 08/2019
  Fis
  Cincinnati, OH
• 05/2018 → 08/2018
  Alvarez & Marsal
  San Francisco, CA
• 03/2018 → 05/2018
  Fuse
  Cincinnati, OH
• 08/2020 → 04/2021
  University Of Cincinnati
  Cincinnati, OH
• 04/2021 → 08/2021
  Unemployed
  Cincinnati, OH
• 08/2019 → 04/2020
  University Of Cincinnati
  Cincinnati, OH
• 08/2018 → 04/2019
  University Of Cincinnati
  Cincinnati, OH
• 08/2017 → 04/2018
  University Of Cincinnati
  Cincinnati, OH
• 02/2015 → 06/2017
  Miramonte High School
  Orinda, CA

Exams

• S66 Uniform Combined State Law Examination
  2022-12-08