Gregory L Williams
Investment adviser representative at Morgan Stanley
19 yearsExperience
1 stateRegistered in
$2TFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Morgan StanleyMar 2021 to now
- Tapfin/eyDec 2020 to Mar 2021
- Equitable Advisors, LLCMar 2020 to Dec 2020
- UnemployedJun 2019 to Feb 2020
- Oppenheimerfunds Distributor, IncJan 2007 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2830611
- Firm CRD
- 149777