William Howard Easom

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 Smith Barney
  Chicago, IL
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 1997-12-28 → 2009-06-01
  Citigroup Global Markets Inc.
  Chicago, IL
  Chicago, IL

Other Businesses

EASOM FAMILY LIMITED PARTNERSHIP; ADVISING; GENERAL INVESTMENT PURPOSES; CHICAGO; 8 HOURS DURING BUSINESS; 0 HOURS AFTER BUSINESS; 09/2001 *408362 - Elkhart lake improvement association; Investment related No; Elkhart lake, WI; Recreation; Board Member (proprietor, partner, officer, director, employee, trustee, agent); Aug 2018; During business hours: 0; After business hours: 1; Administrative. *568851 - TH note investors ; Investment related - Yes ; chicago ,Illinois ; Real Estate ; Partner(proprietor, partner, officer, director, employee, trustee, agent) ; 7/2023 ; During business hours : 0 ; After business hours : 0 ; Administrative 693406- private mortgage lender; Investment related: No; chicago, Illinois; Lending; providing private mortgage for my son and his fiance (proprietor, partner, officer, director, employee, trustee, agent); 05/2026; During business hours: 0; After business hours: 0; Other providing private mortgage

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-06-03
• S63 Uniform Securities Agent State Law Examination
  1983-07-20

Other Names

• Bill Easom