Robert J Walton

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

• 09/2022 → Present
  E*Trade Securities Llc
  Alpharetta, GA
• 05/2022 → 08/2022
  Unemployed
  N/A, GA
• 08/2021 → 05/2022
  The University Of Alabama
  Tuscaloosa, AL
• 06/2021 → 08/2021
  Paycom
  Troy, MI
• 01/2021 → 05/2021
  The University Of Alabama
  Tuscaloosa, AL
• 11/2020 → 01/2021
  Achieveit
  Atlanta, GA
• 08/2020 → 12/2020
  The University Of Alabama
  Tuscaloosa, AL
• 06/2020 → 11/2020
  Achieveit
  Atlanta, GA
• 08/2018 → 05/2020
  The Univeristy Of Alabama
  Tuscaloosa, GA
• 06/2018 → 08/2018
  Berkeley Hills Country Club
  Duluth, GA
• 08/2014 → 05/2018
  Greater Atlanta Christian School
  Norcross, GA
• 08/2017 → 05/2018
  St Ives Country Club
  Johns Creek, GA
• 03/2023 → Present
  Morgan Stanley
  Alpharetta, GA
• 09/2023 → Present
  Morgan Stanley
  Alpharetta, GA

Exams

• S66 Uniform Combined State Law Examination
  2026-02-20
• S63 Uniform Securities Agent State Law Examination
  2023-02-24

Other Names

• Robert J Walton
• Robert J Walton