MT
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Michael Taylor

27 Years of Experience
Austin, TX
Broker

Michael Taylor is a registered investment advisor at Morgan Stanley, based in Austin, TX, with 27 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

301 Congress Avenue, Suite 1400, Austin, TX, 78701

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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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Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
March 2009 - June 2009 · 3 mos
Morgan Stanley & CO. Incorporated
March 2009 - June 2009 · 3 mos
UBS Financial Services INC.
April 2001 - March 2009 · 7 yrs 11 mos
UBS Financial Services INC.Broker
April 2001 - March 2009 · 7 yrs 11 mos
UBS Warburg LLCBroker
July 2000 - May 2001 · 10 mos
Citicorp Investment ServicesBroker
November 1997 - November 1999 · 2 yrs
State Registrations36 states
AKALARAZCACODEFLGAILINKSLAMAMEMIMNMOMSMTNCNMNVNYOHOKORPASCTNTXUTVAWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Michael Taylor - Financial Advisor | TrueAdvisor