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William D Kotin

Morgan Stanley

Deerfield, IL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-07-20
  • IL RA
    APPROVED
    Since 2026-07-20

Branch Locations

111 South Pfingsten Road Suite 200, Deerfield, IL 60015 • 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
OrganizationCityStateFromTo
Morgan Stanley Chicago IL 07/2026 Present
Unemployed Winnetka IL 07/2016 04/2021
Sunset Ridge Country Club Northfield IL 05/2021 08/2021
Loyola Academy Wilmette IL 09/2021 05/2022
Sunset Ridge Country Club Northfield IL 06/2022 08/2022
Indiana University Bloomington IN 08/2022 05/2026
Morgan Stanley Chicago IL 05/2024 08/2024
Morgan Stanley Chicago IL 05/2025 08/2025
Cavan Capital Oak Brook IL 05/2023 06/2023
  • 07/2026 → Present
    Morgan Stanley
    Chicago, IL
  • 07/2016 → 04/2021
    Unemployed
    Winnetka , IL
  • 05/2021 → 08/2021
    Sunset Ridge Country Club
    Northfield , IL
  • 09/2021 → 05/2022
    Loyola Academy
    Wilmette, IL
  • 06/2022 → 08/2022
    Sunset Ridge Country Club
    Northfield, IL
  • 08/2022 → 05/2026
    Indiana University
    Bloomington, IN
  • 05/2024 → 08/2024
    Morgan Stanley
    Chicago, IL
  • 05/2025 → 08/2025
    Morgan Stanley
    Chicago, IL
  • 05/2023 → 06/2023
    Cavan Capital
    Oak Brook, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-11
  • S66 Uniform Combined State Law Examination
    2025-11-11
Other Names
  • William Kotin
  • Billy Kotin

View on SEC IAPD

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Other Offices

CAPITAL RESOURCE MANAGEMENT,INC. · DEERFIELD, IL
ROBERTS, GLORE & CO. · DEERFIELD, IL
PICKWICK WEALTH MANAGEMENT · DEERFIELD, IL
OSAIC WEALTH, INC. · DEERFIELD, IL
WAVERLY ADVISORS, LLC · Deerfield, IL
LPL FINANCIAL LLC · Deerfield, IL
NADLER FINANCIAL GROUP, INC. · DEERFIELD, IL
PARKSIDE INVESTMENTS, LLC · DEERFIELD, IL

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