Luke
Halliday

Morgan Stanley

CRD#5085756
Investment Advisor
in Dallas, TX
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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

Series 63, Series 66, Certified Financial Planner

Years of Experience

14 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

8383 Preston Center Plaza Drive Suite 400
Dallas, TX 75225

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

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

26,000

TX Average: 88
Total Number of Accounts

1,815,592

TX Average: 3,892
Average Account Size

$401,659

TX 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

Luke Halliday Work History

Luke has 14 years of experience.

2013 - Present (6 years)

Morgan Stanley

2011 - 2013 (2 years)

Robert W. Baird & Co

2009 - 2011 (2 years)

Morgan Stanley Smith Barney

2007 - 2011 (4 years)

Morgan Stanley & Co, Inc

2004 - 2013 (9 years)

The Timber Links Golf Course

Disclosures

Luke Halliday has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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