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William Robert Harris

Morgan Stanley

Melbourne, FL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2009-06-01
TX RA APPROVED_RES 2009-06-01
  • FL RA
    APPROVED
    Since 2009-06-01
  • TX RA
    APPROVED_RES
    Since 2009-06-01

Branch Locations

8150 North Wickham Road, Melbourne, FL 32940 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc Melbourne FL 06/2009 Present
Morgan Stanley Private Bank, N.A. New York NY 01/2015 Present
  • 06/2009 → Present
    Morgan Stanley Smith Barney Llc
    Melbourne, FL
  • 01/2015 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Previous Registrations
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Melbourne, FL
  • 1991-01-01 → 2007-04-02
    Morgan Stanley Dw Inc.
    Indialantic, FL
    Melbourne, FL
    Indiatlantic, FL
Other Businesses

*385011 - Holy Trinity Episcopal Academy; Investment related - No; Melbourne ,FL; k-12 Private School; Member of the Endowment Management Committee (proprietor, partner, officer, director, employee, trustee, agent); Jan 2020. *531930 - Roy and Barbara Stevens Charitable Trust; Investment related No; Melbourne, Florida; Civic/Community; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 12/2022 ; During business hours: 0.5; After business hours: 0; Labor/Service. *542447 - Holy Trinity Episcopal Academy; Investment Related - No; Melbourne, Florida; Education; Board Member, Finance Committee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 03/2023; During Business Hours: 2; After Business Hours: 2; Labor/Service. *631084 - Farm in O'Brien County Iowa; Investment related: Yes; Melbourne, Florida; Agriculture; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 3/2025; During business hours: 0; After business hours: 0; Property Management

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-12-11
S63 Uniform Securities Agent State Law Examination 1985-01-22
  • S65 Uniform Investment Adviser Law Examination
    1992-12-11
  • S63 Uniform Securities Agent State Law Examination
    1985-01-22

View on SEC IAPD

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