WF
WF

Walter Franco

8 Years of Experience
New York, NY
Broker

Walter Franco is a registered investment advisor at Morgan Stanley, based in New York, NY, with 8 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

399 Park Avenue, 12th Floor, New York, NY, 10022

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Walter is a board member and investor in Peru Economico S.A., a publishing company in Lima, Peru. He dedicates minimal time after business hours to approve the annual budget, review the strategic plan, and monitor the company's financial health.

Employment History
Current Registrations
Morgan Stanley
May 2021 - Present · 5 yrs
Morgan StanleyBroker
May 2021 - Present · 5 yrs
Previous Registrations
J.P. Morgan Securities LLCBroker
June 2017 - April 2021 · 3 yrs 10 mos
State Registrations17 states
CACTDCDEFLGAILMANJNYOHPRRITXVTVirgin IslandsWY
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.