Shelly D. 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

• 11/2007 → Present
  Golds Gym/Ponzio Fitness
  Lilburn, GA
• 04/2014 → Present
  Morgan Stanley
  Atlanta, GA

Previous Registrations

• 2014-03-17 → 2014-04-08
  Aprio Wealth Management, Llc
  Atlanta, GA
• 2011-03-14 → 2012-07-18
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Dunwoody, GA
  Dunwoody, GA
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
• 2010-11-17 → 2011-03-14
  Msi Financial Services, Inc.
  Atlanta, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-11-11
• S63 Uniform Securities Agent State Law Examination
  1999-05-27

Other Names

• Shelly D Williams
• Shelly Dawn Williams
• Shelly Dawn Richards
• Shelly D. Richards