Best Investors Account Sign in

Romilly W L Taylor

Morgan Stanley

Pepper Pike, OH

Claim This Profile
Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-07-09
OH RA APPROVED 2018-07-13
  • TX RA
    APPROVED_RES
    Since 2021-07-09
  • OH RA
    APPROVED
    Since 2018-07-13

Branch Locations

31099 Chagrin Boulevard, Pepper Pike, OH 44124 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pnc Bank Cleveland OH 01/2015 07/2018
Morgan Stanley Smith Barney Llc Cleveland OH 05/2018 08/2018
Morgan Stanley Private Bank, N.A. New York NY 10/2018 Present
Morgan Stanley Smith Barney Llc Pepper Pike OH 08/2018 Present
  • 01/2015 → 07/2018
    Pnc Bank
    Cleveland, OH
  • 05/2018 → 08/2018
    Morgan Stanley Smith Barney Llc
    Cleveland, OH
  • 10/2018 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 08/2018 → Present
    Morgan Stanley Smith Barney Llc
    Pepper Pike, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-07-13
  • S66 Uniform Combined State Law Examination
    2018-07-13
Other Names
  • Romilly Taylor

View on SEC IAPD

Other Firms

NIRVANA ANALYTICS, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
UBS FINANCIAL SERVICES INC.
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ELIZABETH PARK CAPITAL MANAGEMENT, LTD
VIRTERA PARTNERS LLC
PNC WEALTH MANAGEMENT LLC

Other Investors

JAMES BURNER CREW
Ridwan Kolade Umar
Pierson Joseph Wagner
THOMAS JOSEPH O'NEIL
James Marshall Steinmetz
SCOT GILBERT SINKLER
BARRY LEWIS COHN
THOMAS LEE UDELSON

Other Offices

NIRVANA ANALYTICS, LLC · PEPPER PIKE, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · PEPPER PIKE, OH
UBS FINANCIAL SERVICES INC. · PEPPER PIKE, OH
WELLS FARGO CLEARING SERVICES, LLC · PEPPER PIKE, OH
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CLEVELAND, OH
UBS FINANCIAL SERVICES INC. · PEPPER PIKE, OH
ELIZABETH PARK CAPITAL MANAGEMENT, LTD · PEPPER PIKE, OH
VIRTERA PARTNERS LLC · PEPPER PIKE, OH

More in Pepper Pike, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor