Taylor Nicole Van Vlack

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

• 07/2019 → Present
  Morgan Stanley
  San Francisco, CA
• 09/2018 → 06/2019
  Uc Davis School Of Law
  Davis, CA
• 01/2017 → 06/2018
  Uc Davis
  Davis, CA
• 09/2015 → 01/2017
  Full-Time Education
  Davis, CA
• 07/2018 → 09/2018
  Morgan Stanley
  Sacramento, CA

Exams

• S66 Uniform Combined State Law Examination
  2024-11-04

Other Names

• Tay Nicole Van Vlack