Walter Trapp is a registered investment advisor at Morgan Stanley, based in Florence, AL, with 45 years of industry experience. Walter 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
201 South Court Street, 4th Floor, Florence, AL, 35630
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Regulatory History (1)
Customer Dispute
April 2000Other 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
Morgan StanleyBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations26 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
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