William Squire
Investment adviser representative at Morgan Stanley
11 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you William Squire? Claim your profile
Contact this firm
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
11 years in the industry.
- Morgan StanleyJan 2025 to now
- Keybank National AssociationJun 2024 to Jan 2025
- Apple IncMay 2022 to May 2024
- University of UtahJan 2022 to May 2024
- Church of Jesus Christ of Latter-day SaintsJan 2020 to Dec 2021
- University of Utah Campus StoreFeb 2019 to Dec 2019
- University of UtahAug 2018 to Dec 2019
- Marvin Ridge High SchoolJan 2015 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 8022283
- Firm CRD
- 149777