William Atkinson Lobb Ii

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

• 06/2014 → Present
  Morgan Stanley
  Atlanta, GA
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2004-09-20 → 2014-07-01
  Oppenheimer & Co. Inc.
  Atlanta, GA
  Atlanta, GA
  Lakewood Ranch, FL
  Savannah, GA
• 2003-10-21 → 2007-12-04
  Oppenheimer Asset Management
  Atlanta, GA
• 2003-04-23 → 2003-10-16
  Oppenheimer Asset Management
  New York, NY
• 2003-01-03 → 2003-04-15
  Oppenheimer & Co. Inc.
  Atlanta, GA
• 1996-08-27 → 2003-01-03
  Cibc World Markets Corp.
  Atlanta, GA

Other Businesses

1. STOKE FARM PARTNERS LLP. FAMILY LIMITED PARTNERSHIP-FOR REAL ESTATE PLANNING. 40 CT CORRPORATION,2394 EAST CAMELBACK RD, PHONIX,AZ. 85016. CO GENERAL PARTNER WITH WIFE. 1 HR PER MONTH.11/2002 2. LWL-LLC/PARTNER.PARTNERSHIP IN STOKE FARM.COURT RD. MANSFIELD , GA INVESTMENT IN REALESTATE 0 HRS PER MONTH. 113 JEFF 10/2009 MEMBER AS OF 8/2/2012 IN TROIS REVES LLC TO INVEST IN THOROUGHBRED HORSES. NO ACTIVE INVOLVEMENT IN THE BUSINESS. SOUTHEASTERN HORTICULTURAL SOCIEITY - NOT INVESTMENT RELATED. SPEND 2 HOURS PER MONTH OUTSIDE SECURITY TRADING HOURS. BOARD MEMBER,HELP OVERSEA IMPLEMENTATION OF HORTICULTURAL EVENTS. 3. FAMILY LIMITED PARTNERSHIP, GENERAL PARTNER; BROSTWICK, GA, START DATE: 06/2014; DURING BUSINESS HOURS- .1, AFTER BUSINESS HOURS- .1; INVESTMENT RELATED

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-10-15
• S63 Uniform Securities Agent State Law Examination
  1984-04-24

Other Names

• William Atkinson Lobb