LH
CFP
LH
CFP

Luke Halliday

19 Years of Experience
Dallas, TX
Broker

Luke Halliday is a CFP-designated registered investment advisor at Morgan Stanley, based in Dallas, TX, with 19 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

8383 Preston Center Plaza, Suite 400, Dallas, TX, 75225

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History

Regulatory History
Clean regulatory record

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

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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
July 2013 - Present · 12 yrs 10 mos
Morgan Stanley
July 2013 - Present · 12 yrs 10 mos
Previous Registrations
Robert W. Baird & CO. Incorporated
December 2011 - June 2013 · 1 yr 6 mos
Robert W. Baird & CO. IncorporatedBroker
December 2011 - June 2013 · 1 yr 6 mos
Morgan Stanley Smith BarneyBroker
June 2009 - January 2012 · 2 yrs 7 mos
Morgan Stanley Smith Barney LLC
June 2009 - January 2012 · 2 yrs 7 mos
Morgan Stanley & CO. Incorporated
February 2008 - June 2009 · 1 yr 4 mos
Morgan Stanley & CO. IncorporatedBroker
September 2007 - June 2009 · 1 yr 9 mos
TD Ameritrade, INC.Broker
August 2006 - July 2007 · 11 mos
State Registrations41 states
ALARAZCACOCTDCDEFLGAHIIDILINKSKYLAMAMDMEMIMNMONCNENHNJNMNVNYOHOKORPASCTNTXVAVTWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.