William R Petit
Investment adviser representative at Morgan Stanley
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Morgan StanleySep 2022 to now
- Job Search / UnemployedJun 2022 to Sep 2022
- University of OregonJul 2021 to Jun 2022
- UnemployedDec 2020 to Jun 2021
- High Standards Logistics (amazon Delivery)Sep 2020 to Nov 2020
- UnemployedJun 2020 to Aug 2020
- WanderjauntSep 2019 to May 2020
- Neiman MarcusNov 2018 to Sep 2019
- UnemployedDec 2017 to Nov 2018
- DoordashSep 2017 to Jun 2022
- Spanish Oaks Country ClubSep 2017 to Nov 2017
- Service MenswearSep 2017 to Oct 2017
- Wingert Real EstateJan 2017 to Jun 2017
- Randstad inc ( Ubereats )Aug 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 6352665
- Firm CRD
- 149777