William Louis Currie

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2023-12-13
NY	RA	APPROVED	2021-06-16
TX	RA	APPROVED_RES	2020-05-14

FL RA
APPROVED

Since 2023-12-13
NY RA
APPROVED

Since 2021-06-16
TX RA
APPROVED_RES

Since 2020-05-14

Branch Locations

130 East Seneca Street Suite 500, Ithaca, NY 14850 • 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 Smith Barney	Ithaca	NY	06/2009	Present
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	Present

06/2009 → Present

Morgan Stanley Smith Barney

Ithaca, NY
01/2015 → Present

Morgan Stanley Private Bank, National Association

New York, NY

Other Businesses

*498168 - Trust; Investment related Yes; Evanton, Illinois; Trustee/Co Trustee ; 04/2022; During business hours: 1; After business hours: 0 *559325- Estate Planning Council of Tompkins County; Investment related: No; Ithaca, New York; The Estate Planning seeks to foster cooperation and understanidng amongst its members to promote quality estate planning services.; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 07/2023; During business hours: 3; After business hours: 0; Board Member

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-12-05
S63	Uniform Securities Agent State Law Examination	1984-11-28

S65 Uniform Investment Adviser Law Examination

2023-12-05
S63 Uniform Securities Agent State Law Examination

1984-11-28