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Liam John Walker

Investment adviser representative at Morgan Stanley
10 yearsExperience
1 stateRegistered in
$2TFirm assets
17 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

10 years in the industry.

  1. Morgan StanleyJul 2020 to now
  2. Clemson UniversityAug 2019 to Jul 2020
  3. 20/20 NowMay 2019 to Aug 2019
  4. Clemson UniversityAug 2018 to May 2019
  5. Lansons IntermarketMay 2018 to Aug 2018
  6. Clemson UniversityAug 2017 to May 2018
  7. Decicco & SonsJun 2017 to Aug 2017
  8. Clemson UniversityAug 2016 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 1 state (NY).

Morgan Stanley

Legal name: Morgan Stanley Smith Barney LLC

$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7277736
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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