Winston Walls is a registered investment advisor at Morgan Stanley, based in Dallas, TX, with 10 years of industry experience. Winston 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 (3)
Financial
June 2017Judgment / Lien
April 2010Judgment / Lien
September 2008Other Business Activities
Winston is the sole proprietor/owner of Walls Family Farm, an agricultural business in Terrell, Texas, since 1991. He dedicates minimal time to this activity outside of business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations36 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
- Dustin Moheit, CFAMorgan Stanley