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Isaiah J Walden

Morgan Stanley

Bloomington, MN

CRD 7238749

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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

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-04-20
MN RA APPROVED 2023-02-16
FL RA APPROVED 2021-10-18
  • TX RA
    APPROVED_RES
    Since 2024-04-20
  • MN RA
    APPROVED
    Since 2023-02-16
  • FL RA
    APPROVED
    Since 2021-10-18

Branch Locations

8300 Norman Center Drive, Bloomington, MN 55437 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Bloomington MN 06/2021 Present
Ford Motor Company Rochester MN 06/2017 09/2017
Rochester Sacc Rochester MN 06/2018 12/2020
Unemployed Rochester MN 12/2014 06/2017
Winona State University Winona MN 09/2017 05/2021
Unemployed Rochester MN 09/2017 06/2018
Morgan Stanley Private Bank, N.A New York NY 01/2023 Present
  • 06/2021 → Present
    Morgan Stanley
    Bloomington, MN
  • 06/2017 → 09/2017
    Ford Motor Company
    Rochester, MN
  • 06/2018 → 12/2020
    Rochester Sacc
    Rochester, MN
  • 12/2014 → 06/2017
    Unemployed
    Rochester, MN
  • 09/2017 → 05/2021
    Winona State University
    Winona, MN
  • 09/2017 → 06/2018
    Unemployed
    Rochester, MN
  • 01/2023 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-16
  • S66 Uniform Combined State Law Examination
    2021-10-16
Other Names
  • Isaiah Walden

View on SEC IAPD

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