Bryant WallerCRD Number: 5301891
Current Firm: Morgan Stanley
Bryant Waller (CRD# 5301891) is an Investment Advisor Representative working at Morgan Stanley in Minneapolis, MN and has over 10 years of experience in the finance industry.
Brown Wealth Management, LLC
Phillip James Financial Company
Allodium Investment Consultants, LLC
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Current||3|
|Morgan Stanley Smith Barney LLC||Minneapolis, MN||Jun 2009 - Current||8|
|Morgan Stanley & Company Incorporated||Minneapolis, MN||Oct 2008 - Jun 2009||< 1|
|Citigroup Global Markets Inc.||St. Paul, MN||Feb 2007 - Oct 2008||1|
|Unemployed||Woodbury, MN||Dec 2006 - Feb 2007||< 1|
|Envision Mortgage||Schaumburg, IL||Aug 2006 - Dec 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2007|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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