TS
TS

Taylor Sketch

7 Years of Experience
Atlanta, GA
BrokerSells Insurance

Taylor Sketch is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 7 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
Loading...

Location

3280 Peachtree Road Northeast, Suite 1900, Atlanta, GA, 30305

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Taylor is an independent contractor for Vantage Point Title, Inc. selling title insurance. Taylor spends minimal time on this activity and receives commission for residual business.

Employment History
Current Registrations
Morgan Stanley
November 2018 - Present · 7 yrs 10 mos
Morgan StanleyBroker
October 2018 - Present · 7 yrs 11 mos
State Registrations37 states
ALARAZCACOCTDCDEFLGAILINKSKYLAMAMDMEMIMNMOMSNCNENHNJNYOHORPAPRSCTNTXVAWAWI
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.