Liam J Williams
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 Stanley Private Bank, N.AOct 2025 to now
- Morgan StanleySep 2022 to now
- Morgan Stanley Smith Barney LLCSep 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2021 to Sep 2022
- UnemployedJun 2020 to Apr 2021
- Chute ConsignmentOct 2019 to May 2020
- Tommy HilfigerJun 2019 to Aug 2019
- Dinosaur Restaurants LLCJun 2018 to Jul 2018
- UBS Financial ServicesMay 2018 to Jul 2018
- Sandstone Technologies Inc.May 2017 to Aug 2017
- Penn State UniversityAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (DC, 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
- 6942599
- Firm CRD
- 149777