Luke Halliday is a CFP-designated registered investment advisor at Morgan Stanley, based in Dallas, TX, with 19 years of industry experience. Luke is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
8383 Preston Center Plaza, Suite 400, Dallas, TX, 75225
Get directionsHistory
Regulatory History
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
Luke is a drummer for Lazer Blazer since 2020, spending a few hours per week on this activity. He is also a passive partner/member of Modern Whimsy Luxury Picnics & Event Co LLC since 2022.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
TD Ameritrade, INC.Broker
State Registrations41 states
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
More Advisors
- Feliciana CruzMorgan Stanley
- Philip CrewMorgan Stanley
- Arthur Dumm, CFPMorgan Stanley
- Maria NicholasMorgan Stanley
- George GalanisMorgan Stanley
- Winston WallsMorgan Stanley