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About this Advisor
Luke Halliday is a certified financial planner who works in Dallas, Texas, with a total of 14 years of experience as a financial advisor. Halliday currently works for Morgan Stanley. Over the course of their career, they have held roles at The Timber Links Golf Course, Morgan Stanley & Co, Inc, Morgan Stanley Smith Barney, Robert W. Baird & Co and Morgan Stanley. Halliday holds Series 63 and Series 66 licenses, certifying them as a securities representative, and is approved to advise clients in Texas. Morgan Stanley is a registered investment business headquartered in Dallas, Texas. The company has offices in 702 locations and a total of 26,000 employees. It has $735 billion in total assets between its 1,724,668 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 283 charities and foundations. The business 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. Fees charged by financial advisors typically depend on which service is provided. Fee types billed by Morgan Stanley can include some blend 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
Luke Halliday Work History
Luke has 14 years of experience.
Robert W. Baird & Co
Morgan Stanley Smith Barney
Morgan Stanley & Co, Inc
The Timber Links Golf Course
Luke Halliday has no disclosures.
Please visit their SEC profile for more details.