April M Taylor

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

• 04/2015 → 07/2016
  Minnesota Life
  St. Paul, MN
• 04/2015 → 07/2016
  Securian Financial Services Inc
  St. Paul, MN
• 04/2015 → 07/2016
  Diamond State Financial
  Newark, DE
• 07/2016 → 03/2022
  Fidelity Investments
  Greenville, DE
• 07/2018 → 03/2022
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2022 → Present
  Morgan Stanley
  Baltimore, MD
• 01/2023 → Present
  E*Trade Securities Llc
  Baltimore, MD
• 01/2023 → Present
  E*Trade Capital Management Llc
  Baltimore, MD

Previous Registrations

• 2023-01-09 → 2023-09-05
  Harrisdirect Llc
  Arlington, VA
  Baltimore, MD
• 2018-07-13 → 2022-03-23
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2016-08-09 → 2018-07-13
  Strategic Advisers Llc
  Greenville, DE
• 2015-04-24 → 2016-07-22
  Securian Financial Services, Inc.
  Newark, DE
• 2012-05-16 → 2013-04-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Annandale, VA
  Ashburn, VA
  New York, NY
  Burke, VA
  Burke, VA
  New York, NY
• 2012-02-22 → 2012-05-21
  Allstate Financial Advisors, Llc
  Alexandria, VA
  Waldorf, MD
• 2010-08-24 → 2011-02-24
  Raymond James & Associates, Inc.
  Washington, DC
• 2005-02-21 → 2010-07-19
  Strategic Advisers Llc
  Cary, NC

Exams

• S66 Uniform Combined State Law Examination
  2005-02-14

Other Names

• April Michelle Winstead
• April M Winstead
• April Michelle Winstead-Taylor
• April Michelle Winstead
• April Michelle Taylor
• April M Taylor
• April M Nkansah