BT
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Barbara Taylor-Hatje

26 Years of Experience
West Hartford, CT
BrokerSells Insurance

Barbara Taylor-Hatje is a registered investment advisor at Morgan Stanley, based in West Hartford, CT, with 26 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

433 South Main Street, West Hartford, CT, 06110

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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 ActivitiesSells Insurance

Barbara receives insurance trails from a former employer since April 2016, which is not investment related. She is also a Finance Committee Member for St Pius Roman Catholic Church since July 2024, dedicating minimal time during business hours and a few hours per week after business hours.

Employment History
Current Registrations
Morgan StanleyBroker
April 2016 - Present · 10 yrs 1 mo
Morgan Stanley
April 2016 - Present · 10 yrs 1 mo
Previous Registrations
Santander Securities LLCBroker
February 2015 - March 2016 · 1 yr 1 mo
Santander Securities
February 2015 - March 2016 · 1 yr 1 mo
Voya Financial Advisors, INC.
June 2013 - December 2014 · 1 yr 6 mos
Voya Financial Advisors, INC.Broker
May 2013 - December 2014 · 1 yr 7 mos
Commonwealth Financial Network
August 2006 - June 2013 · 6 yrs 10 mos
Commonwealth Financial NetworkBroker
May 2006 - June 2013 · 7 yrs 1 mo
Morgan Stanley
October 1999 - May 2006 · 6 yrs 7 mos
Morgan Stanley Dw INC.Broker
August 1999 - May 2006 · 6 yrs 9 mos
State Registrations33 states
AKAZCACOCTFLGAHIILINKYLAMAMDMEMIMONCNHNJNVNYOHPARISCTNTXUTVAVTWAWV
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.