William Montgomery Morris

CRD 7689699

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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

Authority	Category	Status	Date
FL	RA	APPROVED	2025-06-12
TX	RA	APPROVED	2024-06-14
AZ	RA	APPROVED	2024-06-04

FL RA
APPROVED

Since 2025-06-12
TX RA
APPROVED

Since 2024-06-14
AZ RA
APPROVED

Since 2024-06-04

Branch Locations

4050 West Boy Scout Boulevard, Tampa, FL 33607 • 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

Organization	City	State	From	To
Morgan Stanley	Tampa	FL	03/2023	Present
Portland Brew	Nashville	TN	06/2020	02/2023
University Of Tennessee	Chattanooga	TN	01/2018	05/2019
University Of Colorado	Boulder	CO	08/2019	05/2022
Student	Brentwood	TN	08/2013	05/2017
Freelance Landscaper/Pressure Washer	Brentwood	TN	05/2016	07/2019

03/2023 → Present

Morgan Stanley

Tampa, FL
06/2020 → 02/2023

Portland Brew

Nashville, TN
01/2018 → 05/2019

University Of Tennessee

Chattanooga, TN
08/2019 → 05/2022

University Of Colorado

Boulder, CO
08/2013 → 05/2017

Student

Brentwood, TN
05/2016 → 07/2019

Freelance Landscaper/Pressure Washer

Brentwood, TN

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-06-03

S66 Uniform Combined State Law Examination

2024-06-03

Other Names

William M Morris

View on SEC IAPD

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