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RIA / WealthAdvisordual registered (broker-dealer)28 years in industry

WILLIAM JOHN MCCLENEGHEN

Advisor at MORGAN STANLEY

Boca Raton, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2a17a8b6-b5e2-6afe-1465-3b326ddb18d3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Apr 7, 1998 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MORGAN STANLEY
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 7, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Apr 22, 1998
First registration: Apr 7, 1998
Dual registered: yes, broker-dealer
Other names: WILLIAM J MCCLENGEHEN
IAPD individual key: 2986856

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MORGAN STANLEY	Wirehouse	May 23, 2013	n/a	yes	Boca Raton, FL	Current employment
WELLS FARGO ADVISORS	Wirehouse	Jan 3, 2003	May 22, 2013	no	BOYNTON BEACH, FL\|BOYNTON BEACH, FL\|DELRAY BEACH, FL\|DELRAY BEACH, FL\|WEST PALM BEACH, FL\|DELRAY BEACH, FL\|PALM SPRINGS, FL\|BOYNTON BEACH, FL\|BOCA RATON, FL\|BOCA RATON, FL\|VERO BEACH, FL\|BOYNTON BEACH, FL	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Apr 7, 1998	Dec 17, 2002	no	BOCA RATON, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WELLS FARGO ADVISORS	MORGAN STANLEY	May 22, 2013	May 23, 2013	1	Firm change	Wirehouse to wirehouse
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	WELLS FARGO ADVISORS	Dec 17, 2002	Jan 3, 2003	17	Firm change	Wirehouse to wirehouse

Relationships

Registered with (3)

→ MORGAN STANLEYRegistered adviserregistration: current employment
May 23, 2013 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 3, 2003 to May 22, 2013factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Apr 7, 1998 to Dec 17, 2002factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2a17a8b6-b5e2-6afe-1465-3b326ddb18d3
First observed: Apr 7, 1998
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WILLIAM JOHN MCCLENEGHEN

Advisor at MORGAN STANLEY

Boca Raton, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2a17a8b6-b5e2-6afe-1465-3b326ddb18d3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:22 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

MORGAN STANLEY

Wirehouse

May 23, 2013

n/a

yes

Boca Raton, FL

Current employment

WELLS FARGO ADVISORS

Wirehouse

Jan 3, 2003

May 22, 2013

Previous registration

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Wirehouse

Apr 7, 1998

Dec 17, 2002

BOCA RATON, FL

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

WELLS FARGO ADVISORS

MORGAN STANLEY

May 22, 2013

May 23, 2013

Firm change

Wirehouse to wirehouse

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO ADVISORS

Dec 17, 2002

Jan 3, 2003

Firm change

Wirehouse to wirehouse