AW
AW

Anika Walker

21 Years of Experience
Mclean, VA
Broker

Anika Walker is a registered investment advisor at Morgan Stanley, based in Mclean, VA, with 21 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
Loading...

Location

1650 Tysons Boulevard, Suite 1000, Mclean, VA, 22102

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Anika works as a contractor for Cruise Brothers, a travel company, since September 2023. This requires minimal time outside of business hours and is not investment-related.

Employment History
Current Registrations
Morgan Stanley
July 2016 - Present · 9 yrs 10 mos
Morgan StanleyBroker
July 2016 - Present · 9 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2014 - July 2016 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2014 - July 2016 · 2 yrs 5 mos
Metlife Securities INC.
November 2012 - February 2014 · 1 yr 3 mos
Metlife Securities INC.Broker
November 2012 - February 2014 · 1 yr 3 mos
Strategic Advisers, INC.
July 2011 - November 2012 · 1 yr 4 mos
Fidelity Brokerage Services LLCBroker
March 2008 - November 2012 · 4 yrs 8 mos
Merrill Lynch Pierce Fenner & Smith INC.
December 2003 - February 2007 · 3 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2003 - February 2007 · 3 yrs 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Anika Walker - Financial Advisor | TrueAdvisor