Luke Henry Halliday

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2013 → Present
  Morgan Stanley
  Dallas, TX
• 07/2025 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2011-12-09 → 2013-06-05
  Robert W. Baird & Co. Incorporated
  Dallas, TX
• 2009-06-01 → 2012-01-03
  Morgan Stanley
  Dallas, TX
• 2008-02-04 → 2009-06-01
  Morgan Stanley & Co. Llc
  Dallas, TX

Other Businesses

*403332 - Lazer Blazer; Investment related -Yes; Bedford; Texas; Recreation; Drummer (proprietor, partner, officer, director, employee, trustee, agent); 02/2020; During business hours: 0; After business hours: 12; *492006 - Modern Whimsy Luxury Picnics & Event Co LLC; Investment related No; Bedford, Texas; Recreation; Partner (proprietor, partner, officer, director, employee, trustee, agent); 04/2022; During business hours: 0; After business hours: 0; passive partner/member

Exams

• S66 Uniform Combined State Law Examination
  2008-02-01
• S63 Uniform Securities Agent State Law Examination
  2006-10-02

Designations

• Certified Financial Planner