Taylor A Belesiu
Investment adviser representative at Morgan Stanley
12 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Taylor A Belesiu? Claim your profile
Contact this firm
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
12 years in the industry.
- Morgan StanleyJul 2026 to now
- Fisher InvestmentsJan 2025 to Jun 2026
- Salon Beck LLCMar 2023 to Jan 2025
- Lane County Department of Assessment & TaxationAug 2022 to Sep 2024
- Edward JonesApr 2019 to Aug 2022
- J. CrewOct 2018 to Dec 2018
- Charles Frosland Inc., dba Appraisal AssociatesJun 2016 to Apr 2019
- The University of OregonSep 2014 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 2 states (OR, TX).
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
- 7091553
- Firm CRD
- 149777