William R Hogans

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

• 05/2021 → Present
  Morgan Stanley
  New York, NY
• 12/2020 → 05/2021
  Bank Of America
  Washington, DC
• 03/2020 → 12/2020
  Unemployed
  College Park, MD
• 05/2019 → 08/2019
  Jp Morgan
  Chicago, IL
• 03/2019 → 03/2020
  Terrapin Row
  College Park, MD
• 09/2018 → 05/2019
  Unemployed
  College Park, MD
• 06/2018 → 08/2018
  Morgan Stanley
  Baltimore, MD
• 03/2006 → 05/2018
  Unemployed
  Waldorf, MD

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-03-08
• S65 Uniform Investment Adviser Law Examination
  2020-09-21

Other Names

• William Robertson Hogans
• William Hogans
• William R Hogans, V