Henderson Walwynn Dawson

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

• 07/2013 → 03/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 12/2013 → 03/2025
  Bank Of America, N.A.
  Charlotte, NC
• 03/2025 → Present
  Morgan Stanley Smith Barney Llc
  Charlotte, NC
• 07/2025 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2013-11-04 → 2025-03-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Waxhaw, NC
  Charlotte, NC
  Charlotte, NC
  Waxhaw, NC
  Huntersville, NC
  Waxhaw, NC
  Charlotte, NC

Other Businesses

*665654 - Rental home; Investment related: No; Charlotte, North Carolina; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2025; During business hours: 0; After business hours: 1; phone or text messages from tenant manager related to any lease / rental matters

Exams

• S66 Uniform Combined State Law Examination
  2013-10-31

Other Names

• Henderson Dawson
• Wally Dawson
• Henderson W Dawson