MT
ChFC
MT
ChFC

Mark Taylor

40 Years of Experience
West Palm Beach, FL
Broker

Mark Taylor is a ChFC-designated registered investment advisor at Morgan Stanley, based in West Palm Beach, FL, with 40 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

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.

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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 6 mos
Morgan Stanley
November 2014 - Present · 11 yrs 6 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.