Joshua D Taussig

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2002 → 07/2021
  Wells Fargo Bank, N.A.
  Irvine, CA
• 04/2021 → 07/2021
  Wells Fargo Advisors, Llc
  Irvine, CA
• 07/2021 → Present
  Morgan Stanley Smith Barney Llc
  Newport Beach, CA
• 07/2021 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2021-05-27 → 2021-07-13
  Wells Fargo Clearing Services, Llc
  St. Louis, MO
  Irvine, CA

Exams

• S66 Uniform Combined State Law Examination
  2021-05-26

Other Names

• Joshua David Taussig