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Walter Stith

13 Years of Experience
Atlanta, GA
2 DisclosuresBroker

Walter Stith is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 13 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

3280 Peachtree Road Northeast, Suite 1900, Atlanta, GA, 30305

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History

Regulatory History (2)
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Judgment / Lien
July 2025
Regulatory
January 2021
Final
Other Business Activities

Walter is an artist, comedic writer, and performer since January 2023, dedicating minimal time outside business hours. He also owns The Athlete Whisperer LLC, a motivational speaking business, spending a few hours per week during business hours on business development and growth.

Employment History
Current Registrations
Morgan Stanley
June 2012 - Present · 13 yrs 11 mos
Morgan StanleyBroker
June 2012 - Present · 13 yrs 11 mos
Previous Registrations
Morgan Stanley Smith BarneyBroker
October 2011 - December 2011 · 2 mos
State Registrations45 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.