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Mark Taylor

Morgan Stanley
41 Years of Experience
West Palm Beach, FL
Broker
View SEC Summary
View SEC Summary

Mark Taylor is a ChFC-designated registered investment advisor at Morgan Stanley, based in West Palm Beach, FL, with 41 years of industry experience. Mark 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.

Morgan Stanley
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

777 South Flagler Drive, Suite 700E, West Palm Beach, FL, 33401

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Mark is a board member of the Donald & Ruth Taylor Family Foundation since May 2019. He spends minimal time on this activity.

Employment History
Current Registrations
Morgan StanleyBroker
November 2014 - Present · 11 yrs 11 mos
Morgan Stanley
November 2014 - Present · 11 yrs 11 mos
Previous Registrations
Capital Guardian Trust Company
January 2006 - October 2014 · 8 yrs 9 mos
Sanford C. Bernstein & CO., LLCBroker
December 2000 - December 2003 · 3 yrs
Alliance Capital Management L P
August 2000 - December 2003 · 3 yrs 4 mos
Sanford C. Bernstein & CO., INC.Broker
August 1993 - December 2000 · 7 yrs 4 mos
Equico Securities, INC.Broker
October 1992 - August 1993 · 10 mos
The Equitable Life Assurance Society of the United StatesBroker
October 1992 - August 1993 · 10 mos
The Equitable Life Assurance Society of the United StatesBroker
May 1987 - June 1992 · 5 yrs 1 mo
New England Securities CorporationBroker
August 1984 - June 1987 · 2 yrs 10 mos
Nml Equity Services, INC.Broker
January 1982 - October 1983 · 1 yr 9 mos
State Registrations38 states
AKALAZCACOCTDCDEFLGAHIIDILINMAMDMEMIMNMONCNHNJNMNVNYOHORPARISCTNTXVAVTWAWIWY
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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