Edward C Walters

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
AZ	RA	APPROVED	2025-06-24
TX	RA	APPROVED	2025-06-22

AZ RA
APPROVED

Since 2025-06-24
TX RA
APPROVED

Since 2025-06-22

Branch Locations

14850 North Scottsdale Road Suite 600, Scottsdale, AZ 85254 • 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

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Phoenix	AZ	12/1995	01/2024
Charles Schwab Bank, Ssb	Phoenix	AZ	04/2021	01/2024
Morgan Stanley	Scottsdale	AZ	06/2025	Present
Unemployed	Phoenix	AZ	01/2024	06/2025

12/1995 → 01/2024

Charles Schwab & Co., Inc.

Phoenix, AZ
04/2021 → 01/2024

Charles Schwab Bank, Ssb

Phoenix, AZ
06/2025 → Present

Morgan Stanley

Scottsdale, AZ
01/2024 → 06/2025

Unemployed

Phoenix, AZ

Other Businesses

*644931- ECW Properties LLC; Investment related-Yes; Anthem, Arizona; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2016; During business hours: 0; After business hours: 1; Administrative

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-04-18
S63	Uniform Securities Agent State Law Examination	1994-09-12

S66 Uniform Combined State Law Examination

2025-04-18
S63 Uniform Securities Agent State Law Examination

1994-09-12

Other Names

Edward Charles Walters

View on SEC IAPD