Nicole Elizabeth Williams

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

• 06/2009 → Present
  Morgan Stanley
  Chicago, IL

Other Businesses

World Away Travel, the business is not investment-related, the address is 5454 S Shore Dr 824 Chicago, IL 60615, travel agency, I am the owner, 01/2016 was when I first started and I only work on this business after trading hours and on the weekends, I facilitate leisure travel for people. *550222 - Victor J. Andrew High School Athletics Booster Club; Investment related No; Tinley Park, Illinois; Public Schools; Booster Board (proprietor, partner, officer, director, employee, trustee, agent); 05/2023 ; During business hours: 0; After business hours: 8; purchasing items for the school concession stand, stocking the concession stand and working at the concession stand sometimes, have access to funds for purchasing items and making bank deposits.

Exams

• S66 Uniform Combined State Law Examination
  2022-09-03

Other Names

• Nicole E Scott
• Nicole Elizabeth Scott