Walter Bernard Stith

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (investment companies)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2021-05-05
TX	RA	APPROVED_RES	2015-10-15
GA	RA	APPROVED	2012-06-18

FL RA
APPROVED

Since 2021-05-05
TX RA
APPROVED_RES

Since 2015-10-15
GA RA
APPROVED

Since 2012-06-18

Branch Locations

3280 Peachtree Road Northeast Suite 1900, Atlanta, GA 30305 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien Yes
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley	Atlanta	GA	03/2012	Present
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	Present

03/2012 → Present

Morgan Stanley

Atlanta, GA
01/2015 → Present

Morgan Stanley Private Bank, National Association

New York, NY

Other Businesses

*534802 - Doing Business as Walter Stith; Investment related: No; Atlanta, Georgia; Art/Culture; Artist (proprietor, partner, officer, director, employee, trustee, agent); 01/2023; During business hours: 0; After business hours: 3; Comedic Writer and Performer *559825 - The Athlete Whisperer LLC; Investment related-Yes; Atlanta, Georgia; Motivational Speaking; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2023; During business hours: 5; After business hours: 0; Business Development/Growth, Labor/Service

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-02-17

S66 Uniform Combined State Law Examination

2012-02-17

Other Names

Walter Stith

View on SEC IAPD