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Genai Walker

11 Years of Experience
Dallas, TX
1 DisclosureBroker

Genai Walker is a registered investment advisor at Morgan Stanley, based in Dallas, TX, with 11 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

5001 Spring Valley Road, Suite 900W, Dallas, TX, 75244

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History

Regulatory History (1)
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Customer Dispute
September 2023
Denied
Other 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
June 2014 - Present · 11 yrs 11 mos
Morgan StanleyBroker
June 2014 - Present · 11 yrs 11 mos
Previous Registrations
TD Ameritrade, INC.Broker
March 2014 - March 2014 · 0 mos
State Registrations21 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.
Genai Walker - Financial Advisor | TrueAdvisor