April Taylor is a registered investment advisor at Morgan Stanley, based in Baltimore, MD, with 20 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
1300 Thames Street, Thames Street Wharf, Baltimore, MD, 21231
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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
April 2022 - Present · 4 yrs 5 mos
Morgan StanleyBroker
April 2022 - Present · 4 yrs 5 mos
Morgan Stanley
April 2022 - Present · 4 yrs 5 mos
Previous Registrations
E*trade Securities LLCBroker
January 2023 - June 2024 · 1 yr 5 mos
E*trade Capital Management, LLC
January 2023 - September 2023 · 8 mos
Fidelity Personal and Workplace Advisors
March 2020 - March 2022 · 2 yrs
Fidelity Personal and Workplace Advisors
July 2018 - March 2020 · 1 yr 8 mos
Strategic Advisers LLC
August 2016 - July 2018 · 1 yr 11 mos
Fidelity Brokerage Services LLCBroker
August 2016 - March 2022 · 5 yrs 7 mos
Securian Financial Services, INC.
April 2015 - July 2016 · 1 yr 3 mos
Securian Financial Services, INC.Broker
April 2015 - July 2016 · 1 yr 3 mos
J.P. Morgan Securities LLCBroker
June 2013 - March 2015 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2012 - April 2013 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2012 - April 2013 · 11 mos
Allstate Financial Advisors, LLC
February 2012 - May 2012 · 3 mos
Allstate Financial Services, LLCBroker
May 2011 - May 2012 · 1 yr
Raymond James & Associates, INC.
August 2010 - February 2011 · 6 mos
Raymond James & Associates, INC.Broker
August 2010 - February 2011 · 6 mos
Strategic Advisers, INC.
February 2005 - July 2010 · 5 yrs 5 mos
Fidelity Brokerage Services LLCBroker
October 2004 - July 2010 · 5 yrs 9 mos
State Registrations2 states
MDNY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.