SW
SW
Skylar Winkles is a registered investment advisor at Morgan Stanley, based in Greenville, SC, with 8 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
201 East McBee Avenue 1st Floor, Greenville, SC, 29601
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Regulatory History (1)
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Customer Dispute
June 2025Denied
Employment History
Current Registrations
Morgan Stanley
November 2019 - Present · 6 yrs 6 mos
Morgan StanleyBroker
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
Vanguard Marketing CorporationBroker
March 2017 - October 2019 · 2 yrs 7 mos
State Registrations27 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.