Genai Walker is a registered investment advisor at Morgan Stanley, based in Dallas, TX, with 12 years of industry experience. Genai 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
5001 Spring Valley Road, Suite 900W, Dallas, TX, 75244
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2023Other Business Activities
Genai is a sole proprietor/owner of Tex Ark Properties LLC, a real estate business, dedicating minimal time after business hours. Genai is also a partner in Rustic Capital LLC, a rental property business, dedicating minimal time after business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
TD Ameritrade, INC.Broker
State Registrations21 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