Winston Walls is a registered investment advisor at Morgan Stanley, based in Dallas, TX, with 9 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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Regulatory History (3)
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Financial
June 2017Final
Judgment / 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
May 2022 - Present · 3 yrs 11 mos
Morgan StanleyBroker
May 2022 - Present · 3 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2016 - May 2022 · 5 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2016 - May 2022 · 5 yrs 8 mos
State Registrations36 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.