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Walter Trapp

45 Years of Experience
Florence, AL
1 DisclosureBroker

Walter Trapp is a registered investment advisor at Morgan Stanley, based in Florence, AL, with 45 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

201 South Court Street, 4th Floor, Florence, AL, 35630

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History

Regulatory History (1)
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Customer Dispute
April 2000
Closed-No Action
Other Business Activities

Walter is an officer of the PCA Foundation Inc. and a director for the UNA Foundation, both non-profit organizations. He is also involved in several investment-related activities, including Trapp Family, LLC, Singing River Energy LLC, and The Novel Aiden, as well as holding power of attorney for someone.

Employment History
Current Registrations
Morgan Stanley
September 2020 - Present · 5 yrs 10 mos
Morgan StanleyBroker
September 2020 - Present · 5 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 1991 - September 2020 · 29 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1981 - September 2020 · 39 yrs 8 mos
State Registrations26 states
ALARCACODEFLGAIDILINKYLAMDMNMSNCNYOHOKORSCTNTXVAWAWY
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.
Walter Trapp - Financial Advisor | TrueAdvisor