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Thad M Taylor

Investment adviser representative at Morgan Stanley
15 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

15 years in the industry.

  1. Morgan StanleyFeb 2025 to now
  2. SelfMar 2024 to Feb 2025
  3. Morgan Stanley Smith Barney LLCJan 2021 to Mar 2024
  4. Kroger Co.Mar 2020 to Dec 2020
  5. StudentDec 2019 to Mar 2020
  6. Legit AppsApr 2019 to Dec 2019
  7. StudentAug 2018 to Apr 2019
  8. Morgan StanleyMay 2018 to Aug 2018
  9. StudentAug 2017 to May 2018
  10. Cabell Huntington HospitalMay 2017 to Aug 2017
  11. StudentJan 2011 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 2 states (TX, WV).

Morgan Stanley

Legal name: Morgan Stanley Smith Barney LLC

$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6822430
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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