Michael Anthony Taborski

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

• 10/2014 → 11/2018
  Fidelity Brokerage Services Llc
  Naperville, IL
• 07/2018 → 11/2018
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 11/2018 → 01/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 11/2018 → 01/2024
  Bank Of America, N.A.
  Chicago, IL
• 01/2024 → Present
  Morgan Stanley Smith Barney Llc
  Chicago, IL
• 05/2023 → 12/2023
  The Albert (Marriott)
  Chicago, IL
• 01/2024 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2018-11-14 → 2024-01-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 2018-07-13 → 2018-12-05
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2015-10-28 → 2018-07-13
  Strategic Advisers Llc
  Naperville, IL
  Highland Park, IL

Exams

• S66 Uniform Combined State Law Examination
  2015-10-26
• S63 Uniform Securities Agent State Law Examination
  2015-02-20

Designations

• Certified Financial Planner

Other Names

• Michael Anthony Taborski
• Michael Taborski