William Robert White

CRD 1563458 · Morgan Stanley · Hauppauge, NY

IA RegisteredBroker

Also appears in the source record as: Bill White

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (9): Series 66Series 65Series 63Series 53Series 24Series 4SIESeries 31Series 7
Registered states (53): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 39
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 1563458 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Morgan Stanley
Firm CRD: 149777
SEC number: 801-70103
Assets under management: $2.0T as of Jun 30, 2026
Website: www.morganstanley.com ↗
Phone: 914-225-5510
Firm location: Purchase, NY, 10577-2530

Employment history (12)

From the source registration record · current first

Morgan StanleyCurrent
Hauppauge, NY · IA capacity

Jun 22, 2021 → present
Morgan Stanley
IA capacity

Sep 24, 2010 → Dec 31, 2014
Chase Investment Services Corp.
IA capacity

Aug 20, 1997 → Sep 28, 2010
Chase Investment Services Corp.
BD capacity

Sep 18, 1996 → Sep 28, 2010
Chemical Investment Services Corp.
BD capacity

Aug 1, 1994 → Sep 18, 1996
Liberty Securities Corporation
BD capacity

Jul 2, 1994 → Aug 1, 1994
Citicorp Investment Services
BD capacity

Jun 1, 1992 → Jun 14, 1994
Citicorp Financial Services,inc.
BD capacity

Sep 25, 1990 → Jun 1, 1992
Landmark Brokerage Services, Inc.
BD capacity

Jan 30, 1990 → Oct 3, 1990
Best Investors Group, Inc.
BD capacity

Aug 18, 1989 → Jan 22, 1990
Fahnestock & Co., Inc.
BD capacity

Mar 7, 1989 → Sep 1, 1989
Investors Center, Inc.
BD capacity

Sep 22, 1987 → Mar 10, 1989

Source & corrections

Where this page comes from

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