William Reed Wheeler is an investment adviser representative (IAR) with state registration records since 2023, appearing at 2 firms. Currently registered with HARBOR CAPITAL ADVISORS, INC..
| Firm | From | To | Current |
|---|---|---|---|
| HARBOR CAPITAL ADVISORS, INC. | 2024-02-27 | present | Yes |
| UBS FINANCIAL SERVICES INC. | 2023-10-31 | 2024-02-23 | — |