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Nikolai Taylor is a registered investment advisor at Morgan Stanley, based in New York, NY, with 30 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
55 East 52nd Street, 12th Floor, New York, NY, 10055
Get directionsHistory
Regulatory History (4)
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Customer Dispute
April 2024Settled
Customer Dispute
December 2023Denied
Customer Dispute
February 2011Settled
Criminal
September 1991Final Disposition
Employment History
Current Registrations
Morgan StanleyBroker
September 2022 - Present · 3 yrs 8 mos
Morgan Stanley
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2015 - October 2022 · 7 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2015 - October 2022 · 7 yrs 9 mos
Wells Fargo Advisors, LLCBroker
September 2008 - January 2015 · 6 yrs 4 mos
Wells Fargo Advisors, LLC
September 2008 - January 2015 · 6 yrs 4 mos
UBS Financial Services INC.
April 1995 - October 2008 · 13 yrs 6 mos
UBS Financial Services INC.Broker
April 1995 - October 2008 · 13 yrs 6 mos
State Registrations15 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.