William Ferdinand Eberhart

CRD 2674196 · Morgan Stanley · Baltimore, MD

IA RegisteredBroker

Also appears in the source record as: William Ferdinand Eberhart III

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 66Series 63SIESeries 31Series 7
Registered states (26): Alabama · Arizona · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Kentucky · Louisiana · Maryland · Massachusetts · Michigan · Minnesota · New Jersey · New York · North Carolina · Ohio · Pennsylvania · South Carolina · South Dakota · Texas · Utah · Virginia · Washington
Years in the industry (source record): 30
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 2674196 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 (8)

From the source registration record · current first

Morgan StanleyCurrent
Baltimore, MD · IA capacity

Jun 1, 2009 → present
Morgan Stanley & Co. Incorporated
BD capacity

Apr 2, 2007 → Jun 1, 2009
Morgan Stanley & Co. Incorporated
IA capacity

Apr 2, 2007 → Jun 1, 2009
Morgan Stanley
IA capacity

Sep 28, 2001 → Apr 2, 2007
Morgan Stanley Dw Inc.
BD capacity

Nov 15, 2000 → Apr 2, 2007
Ids Life Insurance Company
BD capacity

Sep 21, 1999 → Nov 13, 2000
American Express Financial Advisors Inc.
BD capacity

Sep 21, 1999 → Nov 13, 2000
Biltmore Securities, Inc
BD capacity

Mar 29, 1996 → Jul 18, 1996

Source & corrections

Where this page comes from

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