William Couch

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

• 04/2013 → 10/2025
  Ubs Financial Services Inc.
  Watertown, NY
• 10/2025 → Present
  Morgan Stanley Smith Barney Llc
  Watertown, NY
• 12/2025 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2013-07-01 → 2025-10-14
  Ubs Financial Services Inc.
  Watertown, NY
  Clayton, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-04-10
• S63 Uniform Securities Agent State Law Examination
  2000-02-09

Other Names

• William Cornelius Couch
• William Cornelius Couch
• William Cornelius Couch
• William C. Couch
• William C. Couch
• William Couch Jr.