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Sidney Taylor

19 Years of Experience
Deland, FL
Broker

Sidney Taylor is a registered investment advisor at Morgan Stanley, based in Deland, FL, with 19 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

142 South Woodland Boulevard, Suite 100, Deland, FL, 32720

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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

Sidney has ownership stakes in Unadilla Corporation, Inc. and Meet.com Interactive Personals, Inc., and is a passive investor in Surety Bank. He also owns S.H. Taylor Acquisitions, Inc., spending a few hours per week on small business consulting, and serves as VP overseeing family real estate management at West New York Ave Corp.

Employment History
Current Registrations
Morgan Stanley
January 2015 - Present · 11 yrs 4 mos
Morgan StanleyBroker
January 2015 - Present · 11 yrs 4 mos
Previous Registrations
Newport Group Securities, INC.Broker
January 2014 - January 2015 · 1 yr
Newport Group Securities, INC.
May 2009 - January 2015 · 5 yrs 8 mos
Burgess Chambers & Associates INC
August 2006 - May 2008 · 1 yr 9 mos
Suntrust Investment Services, INC.Broker
December 2004 - February 2006 · 1 yr 2 mos
Millennium Brokerage, L.L.C.Broker
November 2002 - December 2002 · 1 mo
Lowell & Company, INC.Broker
March 2002 - April 2002 · 1 mo
State Registrations26 states
ALAZCACOFLGAIAINMAMIMONCNHNVNYOHOKORPASCTNTXVAVTWAWI
AdvisorBrokerBoth

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