William Dalton Pratt

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

• 05/2018 → Present
  Morgan Stanley
  Roanoke, VA
• 08/2016 → 12/2016
  Ubs Financial Services
  Roanoke, VA
• 05/2017 → 08/2017
  Primerica Financial Services
  Roanoke, VA
• 04/2016 → 05/2018
  Roanoke College Campus Recreation
  Salem, VA

Other Businesses

* 376279 - Virginia Tech Athletics; Not Investment related; Football Chain Crew; Employee (proprietor, partner, officer, director, employee, trustee, agent); Sep 2019; During business hours: 0; After business hours: 6; Working on the sidelines with the Virginia Tech Football Chain Crew during home games throughout the fall.

Exams

• S66 Uniform Combined State Law Examination
  2019-05-07