Matthew S Taylor

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

• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Salt Lake City, UT
• 11/2016 → 03/2021
  Wells Fargo Clearing Services, Llc
  Salt Lake City, UT
• 03/2021 → Present
  Morgan Stanley
  South Jordan, UT

Previous Registrations

• 2011-01-03 → 2021-03-30
  Wells Fargo Clearing Services, Llc
  Minneapolis, MN
  Salt Lake City, UT
  Charlotte, NC
  Salt Lake City, UT
  Salt Lake City, UT
  Minneapolis, MN
  Tarpon Springs, FL
• 2008-11-24 → 2011-01-03
  Wells Fargo Investments, Llc
  Salt Lake City, UT
• 2007-07-11 → 2008-11-04
  Edward Jones
  St Louis, MO
  Centerville, UT

Exams

• S66 Uniform Combined State Law Examination
  2007-06-21

Other Names

• Matt Sean Taylor
• Matthew Taylor
• Matthew Sean Taylor