TB
TB

Taylor Boss

5 Years of Experience
Tacoma, WA
Broker

Taylor Boss is a registered investment advisor at Morgan Stanley, based in Tacoma, WA, with 5 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

1301 A Street, Suite 300, Tacoma, WA, 98402

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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

Taylor owns rental property in Tacoma, WA since 2019 and spends minimal time on property management. This activity is investment-related.

Employment History
Current Registrations
Morgan Stanley
April 2023 - Present · 3 yrs 1 mo
Morgan StanleyBroker
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Edward Jones
September 2020 - April 2023 · 2 yrs 7 mos
Edward JonesBroker
August 2020 - April 2023 · 2 yrs 8 mos
State Registrations26 states
AKALAZCACODCFLGAHIIDINMDMEMTNMNVNYOHORTXUTVAVTWAWIWY
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.
Taylor Boss - Financial Advisor | TrueAdvisor