April Burchard Machado

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → Present
  Morgan Stanley
  Oakland, CA

Previous Registrations

• 2013-06-18 → 2014-07-02
  Charles Schwab & Co., Inc.
  San Mateo, CA

Exams

• S66 Uniform Combined State Law Examination
  2013-06-17
• S63 Uniform Securities Agent State Law Examination
  2009-02-13

Other Names

• April Daniella Burchard
• April Burchard Dieckman
• April Burchard Valdivia