April Wheeler is a registered investment advisor at Morgan Stanley, based in Winter Haven, FL, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
250 North West 3rd Street, Winter Haven, FL, 33881
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
September 2022 - Present · 3 yrs 8 mos
Morgan StanleyBroker
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2017 - September 2019 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2017 - September 2019 · 2 yrs 8 mos
UBS Financial Services INC.Broker
March 2011 - January 2017 · 5 yrs 10 mos
Morgan Stanley Smith BarneyBroker
June 2009 - April 2011 · 1 yr 10 mos
Morgan Stanley Smith Barney LLC
June 2009 - April 2011 · 1 yr 10 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
January 2005 - April 2007 · 2 yrs 3 mos
Morgan Stanley Dw INC.Broker
January 2005 - April 2007 · 2 yrs 3 mos
Ids Life Insurance CompanyBroker
January 2003 - May 2003 · 4 mos
American Express Financial Advisors INC.Broker
January 2003 - May 2003 · 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.