William G Gerard
Investment adviser representative at Morgan Stanley
21 yearsExperience
4 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
21 years in the industry.
- Morgan StanleySep 2023 to now
- A Veteran's ValetAug 2023 to Sep 2024
- Rockhurst UniversityMay 2022 to Aug 2022
- Laz ParkingSep 2021 to Aug 2023
- Midwest Power-wash ProsOct 2020 to Sep 2021
- Pizza 51Aug 2019 to Aug 2020
- Algonquin Golf ClubJun 2019 to Aug 2021
- Dewey's PizzaMay 2017 to Mar 2020
- Full Time StudentAug 2005 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 4 states (IL, KS, 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
- 7801874
- Firm CRD
- 149777