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William Sellenriek

Investment adviser representative at Morgan Stanley
12 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

12 years in the industry.

  1. Morgan StanleyApr 2026 to now
  2. UBS FinancialDec 2023 to Apr 2026
  3. Morgan StanleyApr 2023 to Nov 2023
  4. Minnesota Life Insurance CompanyMay 2022 to Jan 2023
  5. Renaissance Financial GroupMay 2022 to Jan 2023
  6. Securian Financial ServicesMay 2022 to Jan 2023
  7. WilliesApr 2019 to May 2022
  8. University of Missouri-columbiaAug 2018 to May 2022
  9. Sellenriek Grading CoJun 2018 to Aug 2021
  10. Midwest Pool ManagementMay 2014 to Aug 2018
  11. De Smet Jesuit High SchoolMay 2014 to May 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 2 states (MO, 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
7561637
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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