Taher Koly is a registered investment advisor at Morgan Stanley, based in Stamford, CT, with 17 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
4 Landmark Square, 2nd Floor, Stamford, CT, 06901
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2015Settled
Other Business Activities
Taher is an adjunct professor at Quinnipiac University since 2015. He also has a trust, established in 2021, which is investment related and takes minimal time outside of business hours.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
February 2009 - June 2009 · 4 mos
Citigroup Global Markets INC.Broker
January 2009 - June 2009 · 5 mos
State Registrations41 states
ARAZCACOCTDCDEFLGAHIIDILINKYMAMDMEMIMNMOMTNCNHNJNMNVNYOHORPARISCSDTXUTVAVTVirgin IslandsWAWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.