William Quinn Rehnberg

CRD 7324668

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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:

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
TN	RA	APPROVED	2026-08-28

TN RA
APPROVED

Since 2026-08-28

Branch Locations

Landmark Center 1111 North Shore Dr Ste N-160, Knoxville, TN 37919 • 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
Ccs Transactions, Llc	Chicago	IL	12/2020	08/2026
Chartwell Financial Advisory, Inc.	Chicago	MN	06/2017	08/2026
University Of St. Thomas	St. Paul	MN	06/2013	05/2017
Morgan Stanley	Knoxville	TN	08/2026	Present

12/2020 → 08/2026

Ccs Transactions, Llc

Chicago, IL
06/2017 → 08/2026

Chartwell Financial Advisory, Inc.

Chicago, MN
06/2013 → 05/2017

University Of St. Thomas

St. Paul, MN
08/2026 → Present

Morgan Stanley

Knoxville, TN

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-06-30
S63	Uniform Securities Agent State Law Examination	2021-02-10

S65 Uniform Investment Adviser Law Examination

2026-06-30
S63 Uniform Securities Agent State Law Examination

2021-02-10

Other Names

William Rehnberg

View on SEC IAPD

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