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Walton Robinson
38 Years of Experience
Charleston, SC
1 DisclosureBroker
Walton Robinson is a registered investment advisor at Morgan Stanley, based in Charleston, SC, with 38 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
850 Morrison Drive, Suite 800, Charleston, SC, 29403
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Regulatory History (1)
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Customer Dispute
January 2012Denied
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
November 2008 - June 2009 · 7 mos
Morgan Stanley & CO. Incorporated
November 2008 - June 2009 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2004 - November 2008 · 4 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2004 - November 2008 · 4 yrs 3 mos
Citigroup Global Markets INC.Broker
December 1987 - August 2004 · 16 yrs 8 mos
State Registrations22 states
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AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.