MT
MT

Michael Taggart

12 Years of Experience
Boca Raton, FL
Broker

Michael Taggart is a registered investment advisor at Morgan Stanley, based in Boca Raton, FL, with 12 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

595 South Federal Highway, Suite 400, Boca Raton, FL, 33432

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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

Michael owns 1300 Logistics, LLC, which is no longer operating as a business, and Laundry Day Pickup, LLC, a pickup and delivery laundry service, where he oversees general administration and operations. Both are investment-related.

Employment History
Current Registrations
Morgan Stanley
November 2025 - Present · 8 mos
Morgan StanleyBroker
November 2025 - Present · 8 mos
Previous Registrations
UBS Financial Services INC.
November 2021 - November 2025 · 4 yrs
UBS Financial Services INC.Broker
November 2021 - November 2025 · 4 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2016 - October 2021 · 5 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2016 - October 2021 · 5 yrs 1 mo
PNC InvestmentsBroker
August 2014 - September 2016 · 2 yrs 1 mo
PNC Investments
August 2014 - September 2016 · 2 yrs 1 mo
Lincoln Financial Distributors, INC.Broker
December 2013 - March 2014 · 3 mos
Edward Jones
February 2012 - March 2013 · 1 yr 1 mo
Edward JonesBroker
January 2012 - March 2013 · 1 yr 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.