David
Walker

Morgan Stanley

CRD#2109826
Investment Advisor
in Boston, MA
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About this Advisor

David Walker is a chartered financial analyst working out of Boston, Massachusetts, with a total of 29 years of professional experience. Walker is on the advisory team at Morgan Stanley. During their career, the advisor has held roles at Van Kampen Advisors Inc, Van Kampen Investment Advisory Corp, Van Kampen Asset Management, Ubs Financial Services Inc, Morgan Stanley, Trillium Asset Management and Bny Mellon Wealth Management. Walker maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Connecticut. Morgan Stanley is a business based out of Boston, Massachusetts. It has offices in 702 locations and a total of 26,000 people on staff. It handles $735 billion in assets across its 1,724,668 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 283 charities and foundations. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fee schedules usually are based on the financial services offered. Fee types billed by Morgan Stanley most likely are comprised of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years of Experience

29 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

53 State Street
Boston, MA 02109

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Morgan Stanley Brokerage Details

Total Assets Under Management

$735,294,335,666

MA Average: $7,464,549,021
Total Number of Employees

26,000

MA Average: 88
Total Number of Accounts

1,724,668

MA Average: 3,892
Average Account Size

$426,340

MA Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

David Walker Work History

David has 29 years of experience.

2017 - Present (2 years)

Morgan Stanley

2015 - 2016 (1 years)

Bny Mellon Wealth Management

2012 - 2014 (2 years)

Trillium Asset Management

2011 - 2012 (1 years)

Ubs Financial Services Inc

1990 - 2009 (19 years)

Van Kampen Advisors Inc

1990 - 2009 (19 years)

Van Kampen Asset Management

1989 - 2009 (20 years)

Van Kampen Investment Advisory Corp

Disclosures

David Walker has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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