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Myles Alexander Walton

Wolfe Research Securities

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About Myles Alexander Walton

Myles Alexander Walton is a registered representative with Wolfe Research Securities and has been in the securities industry since December 18, 2002. Myles has been with Wolfe Research Securities since September 21, 2022. Previously, Myles held positions at UBS Securities LLC, Deutsche Bank Securities Inc., Oppenheimer & Co. Inc., CIBC World Markets Corp., and Morgan Stanley & Co., Incorporated. Myles holds Series 7, 24, 63, 87, and SIE licenses. Myles is registered in Massachusetts and New York.

Firm Information

Myles Walton is currently registered with Wolfe Research Securities. Wolfe Research Securities is a Limited Liability Company formed in August 2009. It is registered with the SEC and is licensed to operate in 48 states.

Not reported

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Myles Walton’s Registration & Firm History

MA

09/21/2022 - Present

Wolfe Research Securities (Boston MA)

MA

03/15/2018 - 09/15/2022

UBS SECURITIES LLC (BOSTON MA)

MA

04/20/2010 - 03/09/2018

DEUTSCHE BANK SECURITIES INC. (BOSTON MA)

MA

01/14/2008 - 03/16/2010

OPPENHEIMER & CO. INC. (BOSTON MA)

MA

05/26/2004 - 01/14/2008

CIBC WORLD MARKETS CORP. (BOSTON MA)

NY

10/16/2002 - 05/06/2004

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/04/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/19/2020

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/15/2004

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 10/14/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Myles Alexander Walton.
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