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Cordia Taylor

16 Years of Experience
New York, NY
Broker

Cordia Taylor is a registered investment advisor at Morgan Stanley, based in New York, NY, with 16 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

55 East 52nd Street, 12th Floor, New York, NY, 10055

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Cordia is the founder of The C. James Taylor Scholarship and a board member at Marist College, both related to education. These activities require minimal time commitment.

Employment History
Current Registrations
Morgan StanleyBroker
November 2020 - Present · 5 yrs 10 mos
Morgan Stanley
November 2020 - Present · 5 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2011 - November 2020 · 9 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2011 - November 2020 · 9 yrs 6 mos
Hennion & Walsh Asset Management, INC.
December 2010 - January 2011 · 1 mo
Hennion & Walsh, INC.Broker
August 2009 - January 2011 · 1 yr 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Cordia Taylor - Financial Advisor | TrueAdvisor