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Walter Romans is a registered investment advisor at Morgan Stanley, based in Bethesda, MD, with 41 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
7500 Old Georgetown Road 10th Floor, Bethesda, MD, 20814
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2005Denied
Other Business Activities
Walter co-owns Brandon Development, LLC, a family-owned real estate business. He also owns rental properties, dedicating minimal time outside of business hours to this investment-related activity.
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
August 1991 - April 2007 · 15 yrs 8 mos
Morgan Stanley Dw INC.Broker
May 1984 - April 2007 · 22 yrs 11 mos
State Registrations26 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.