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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
Years of Experience
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Morgan Stanley Brokerage Details
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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
David Walker Work History
David has 29 years of experience.
Bny Mellon Wealth Management
Trillium Asset Management
Ubs Financial Services Inc
Van Kampen Advisors Inc
Van Kampen Asset Management
Van Kampen Investment Advisory Corp
David Walker has no disclosures.
Please visit their SEC profile for more details.