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Robert Taylor is a registered investment advisor at Morgan Stanley, based in San Diego, CA, with 41 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
4350 La Jolla Village Drive, Suite 1000, San Diego, CA, 92122
Get directionsHistory
Regulatory History (4)
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Employment Separation After Allegations
August 2025Customer Dispute
February 2006Denied
Customer Dispute
February 2001Denied
Customer Dispute
November 1992Settled
Other Business Activities
Robert is a partner in a real estate venture, buying and renting properties since 2005. He is also a board member for the Rwandan Orphans Project, assisting with fundraising, and owns a rental condominium since 2020.
Employment History
Current Registrations
Morgan Stanley
August 2025 - Present · 11 mos
Morgan StanleyBroker
August 2025 - Present · 11 mos
Previous Registrations
UBS Financial Services INC.Broker
April 2012 - August 2025 · 13 yrs 4 mos
UBS Financial Services INC.
April 2012 - August 2025 · 13 yrs 4 mos
Morgan Stanley Smith BarneyBroker
June 2009 - May 2012 · 2 yrs 11 mos
Morgan Stanley Smith Barney LLC
June 2009 - May 2012 · 2 yrs 11 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
February 2007 - April 2007 · 2 mos
Morgan Stanley Dw INC.Broker
February 2007 - April 2007 · 2 mos
Citigroup Global Markets INC.
July 1997 - March 2007 · 9 yrs 8 mos
Citigroup Global Markets INC.Broker
July 1993 - March 2007 · 13 yrs 8 mos
Lehman Brothers INC.Broker
April 1992 - July 1993 · 1 yr 3 mos
Dean Witter Reynolds INC.Broker
February 1985 - April 1992 · 7 yrs 2 mos
Bateman Eichler, Hill Richards, IncorporatedBroker
June 1984 - September 1984 · 3 mos
Detwiler, Ryan & CO., INC.Broker
May 1984 - May 1984 · 0 mos
State Registrations23 states
AZCACOCTFLGAIDILINKSLAMDMOMTNMNVNYOHORTXUTWAWI
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.