William J Sawyer
Investment adviser representative at Morgan Stanley
11 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
11 years in the industry.
- Morgan StanleyJul 2025 to now
- American Credit Acceptance LLCJun 2024 to Nov 2024
- Lift Technologies IncNov 2022 to Mar 2023
- Rogers Group IncMay 2022 to Oct 2023
- Upstate Pool ManagementApr 2021 to Oct 2021
- Carolina Pools LLCAug 2020 to Dec 2020
- Clemson UniversityJul 2020 to Aug 2025
- Spartanburg Community CollegeDec 2019 to Jun 2020
- Dew Group LLCApr 2019 to Oct 2020
- Weed Man Lawn CareNov 2018 to Dec 2019
- Camp Mary ElizabethMay 2018 to Jul 2019
- Chick-fil-aFeb 2018 to Jul 2018
- High Point AcademyJul 2017 to Apr 2019
- Polk County Nc Recreation - GibJul 2017 to Sep 2017
- City of Raleigh Parks and RecMay 2016 to Jun 2017
- Wake Forest High SchoolJun 2015 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 2 states (SC, 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
- 8121598
- Firm CRD
- 149777