Spencer G Will

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

• 07/2026 → Present
  Morgan Stanley
  Purchase, NY
• 06/2025 → 08/2025
  Morgan Stanley
  New York, NY
• 09/2025 → 06/2026
  Amherst College
  Amherst, MA
• 09/2024 → 05/2025
  Amherst College
  Amherst, MA
• 06/2024 → 08/2024
  Island Peer Review Organization (Ipro)
  Lake Success, NY
• 09/2023 → 05/2024
  Amherst College
  Amherst, MA
• 09/2022 → 05/2023
  Amherst College
  Amherst, MA
• 06/2023 → 08/2023
  Island Peer Review Organization (Ipro)
  Lake Success, NY
• 09/2018 → 08/2022
  Cold Spring Harbor High School
  Cold Spring Harbor, NY
• 07/2016 → 08/2018
  Cold Spring Harbor Jr. High School
  Cold Spring Harbor, NY
• 06/2022 → 08/2022
  Piping Rock Club
  Locust Valley, NY
• 06/2021 → 08/2022
  Lucas Golf Center
  Woodbury, NY
• 06/2021 → 05/2022
  Nassau County Police Athletic League (Pal)
  Hicksville, NY
• 01/2026 → 01/2026
  Amherst College
  Amherst, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-08-10
• S63 Uniform Securities Agent State Law Examination
  2026-07-28

Other Names

• Spencer G Will
• Spencer Will