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William H Geller

Morgan Stanley

New York, NY

CRD 7632657

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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:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-03-04
MI RA APPROVED 2024-06-05
TX RA APPROVED 2023-07-20
IL RA APPROVED 2023-06-29
  • NY RA
    APPROVED
    Since 2026-03-04
  • MI RA
    APPROVED
    Since 2024-06-05
  • TX RA
    APPROVED
    Since 2023-07-20
  • IL RA
    APPROVED
    Since 2023-06-29

Branch Locations

55 East 52Nd Street 12Th Floor, New York, NY 10055 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley New York NY 10/2022 Present
Pnc Financial Services Chicago IL 08/2020 09/2022
Pnc Financial Services Troy MI 05/2019 08/2019
2941 Street Food Birmingham MI 06/2017 08/2017
Miami University Oxford OH 08/2019 05/2020
Miami University Oxford OH 08/2016 05/2017
Miami University Oxford OH 08/2017 05/2019
  • 10/2022 → Present
    Morgan Stanley
    New York, NY
  • 08/2020 → 09/2022
    Pnc Financial Services
    Chicago, IL
  • 05/2019 → 08/2019
    Pnc Financial Services
    Troy, MI
  • 06/2017 → 08/2017
    2941 Street Food
    Birmingham, MI
  • 08/2019 → 05/2020
    Miami University
    Oxford, OH
  • 08/2016 → 05/2017
    Miami University
    Oxford, OH
  • 08/2017 → 05/2019
    Miami University
    Oxford, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-29
  • S66 Uniform Combined State Law Examination
    2023-06-29
Other Names
  • Will Geller

View on SEC IAPD

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