Tara Orcutt is a registered investment advisor at Morgan Stanley, based in Savannah, GA, with 10 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
7402 Hodgson Memorial Drive, Suite 100, Savannah, GA, 31406
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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.
Learn about disclosures →Other Business Activities
Tara serves as an agent/personal representative and power of attorney since 2021. This activity is investment-related and does not take up any of Tara's time during or after business hours.
Employment History
Previous Registrations
Morgan Stanley
December 2018 - March 2026 · 7 yrs 3 mos
Harbor Investment Advisory, LLC
February 2017 - October 2018 · 1 yr 8 mos
Exams
No exam information available for this advisor.