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Robert Taylor

29 Years of Experience
Virginia Beach, VA
Broker

Robert Taylor is a registered investment advisor at Morgan Stanley, based in Virginia Beach, VA, 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.

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

222 Central Park Avenue, Virginia Beach, VA, 23462

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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

Robert works as a food delivery contractor for DoorDash in San Francisco. This takes about 10-20% of his time during business hours.

Employment History
Current Registrations
Morgan Stanley
June 2010 - Present · 15 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
September 2008 - June 2009 · 9 mos
Wachovia Securities, LLCBroker
October 2000 - September 2008 · 7 yrs 11 mos
First Union Brokerage Services, INC.Broker
May 1997 - October 2000 · 3 yrs 5 mos
Olde Discount CorporationBroker
August 1995 - September 1996 · 1 yr 1 mo
State Registrations50 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.