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Antan Wilson

15 Years of Experience
Atlanta, GA
1 DisclosureBroker

Antan Wilson is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 15 years of industry experience. Antan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23172 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.

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Location

5565 Glenridge Connector, Suite 1900, Atlanta, GA, 30342

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2015
Settled
Other Business Activities

Antan is the owner of ARW Juggernaut Group, a real estate holding company, and Judd Mcclain, LLC, a real estate business. He spends minimal time on ARW Juggernaut Group and a few hours per week on Judd Mcclain, LLC, focusing on administrative tasks, business development, customer service, and sales/marketing.

Employment History
Current Registrations
Morgan Stanley
August 2019 - Present · 7 yrs 2 mos
Morgan StanleyBroker
July 2019 - Present · 7 yrs 3 mos
Previous Registrations
AXA Advisors, LLC
June 2014 - June 2019 · 5 yrs
AXA Advisors, LLCBroker
June 2014 - June 2019 · 5 yrs
Cape Investment Advisory, INC.
November 2012 - February 2014 · 1 yr 3 mos
Cape Securities INC.Broker
October 2012 - December 2013 · 1 yr 2 mos
J P Turner & Company Capital Management, LLC
May 2012 - October 2012 · 5 mos
J.P. Turner & Company, L.L.C.Broker
April 2012 - October 2012 · 6 mos
Resource Horizons Group LLCBroker
August 2011 - March 2012 · 7 mos
J.P. Turner & Company, L.L.C.Broker
February 2011 - July 2011 · 5 mos
State Registrations21 states
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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.
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