Kimberly Taber is a registered investment advisor at Morgan Stanley, based in San Francisco, CA, with 29 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
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Location
555 California Street, Pwm, San Francisco, CA, 94104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kimberly is a sole proprietor/owner of Paper Properties, LLC, a rental property in San Francisco, since October 2024. She dedicates minimal time to property management outside of business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Evergreen Investment Services, INC.Broker
Mam Securities, LLCBroker
Pioneer Funds Distributor, INC.Broker
State Registrations53 states
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