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William P Kitto

Investment adviser representative at Morgan Stanley
11 yearsExperience
1 stateRegistered 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.

  1. Morgan StanleyMay 2026 to now
  2. N/aJun 2025 to Apr 2026
  3. Trinity UniversityAug 2024 to May 2025
  4. Sss-steelJun 2024 to Aug 2024
  5. Trinity University ItsMar 2024 to May 2025
  6. Trinity UniversityAug 2023 to May 2024
  7. Camp SkylemarJun 2023 to Aug 2023
  8. Trinity UniversityAug 2022 to May 2023
  9. Beach Camp At Sunset BayJun 2022 to Aug 2022
  10. Warner Tully Ymca CampJun 2022 to Jun 2022
  11. Trinity UniversityAug 2021 to May 2022
  12. Warner Tully Ymca CampMay 2021 to Aug 2021
  13. Catholic High School of Baton RougeAug 2015 to May 2021

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (GA).

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
8230941
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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