William J Roddy

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

• 01/2023 → 01/2025
  Beacon Pointe Advisors
  San Jose, CA
• 04/2018 → 12/2022
  Axis Automation
  Grand Rapids, MI
• 06/2016 → 04/2018
  Challenge Manufacturing
  Walker, MI
• 03/2025 → Present
  Morgan Stanley
  New York, NY

Previous Registrations

• 2023-11-13 → 2025-01-16
  Beacon Pointe Advisors, Llc
  San Jose, CA
  Newport Beach, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-04-09
• S65 Uniform Investment Adviser Law Examination
  2023-11-11

Other Names

• Billy James Roddy
• William James Roddy