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Taylor Beth Cutcliff

Morgan Stanley

Westlake Village, CA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-06-01
TX RA APPROVED_RES 2022-01-26
PA RA APPROVED 2019-08-23
  • CA RA
    APPROVED
    Since 2022-06-01
  • TX RA
    APPROVED_RES
    Since 2022-01-26
  • PA RA
    APPROVED
    Since 2019-08-23

Branch Locations

2829 Townsgate Road Suite 200, Westlake Village, CA 91361 • 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
Morgan Stanley Smith Barney Llc Carlsbad CA 06/2019 06/2022
Envestnet Berwyn PA 05/2017 07/2017
Susquehanna International Group Bala Cynwyd PA 06/2018 07/2018
Seton Hall University South Orange NJ 08/2016 05/2017
Seton Hall University South Orange NJ 08/2017 05/2018
Seton Hall University South Orange NJ 08/2018 05/2019
Morgan Stanley Private Bank, N.A New York NY 04/2021 Present
Morgan Stanley Westlake Village CA 06/2022 Present
  • 06/2019 → 06/2022
    Morgan Stanley Smith Barney Llc
    Carlsbad, CA
  • 05/2017 → 07/2017
    Envestnet
    Berwyn, PA
  • 06/2018 → 07/2018
    Susquehanna International Group
    Bala Cynwyd, PA
  • 08/2016 → 05/2017
    Seton Hall University
    South Orange, NJ
  • 08/2017 → 05/2018
    Seton Hall University
    South Orange, NJ
  • 08/2018 → 05/2019
    Seton Hall University
    South Orange, NJ
  • 04/2021 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 06/2022 → Present
    Morgan Stanley
    Westlake Village, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-23
  • S66 Uniform Combined State Law Examination
    2019-08-23
Other Names
  • Taylor Cutcliff

View on SEC IAPD

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Other Offices

MANCHESTER FINANCIAL INC · WESTLAKE VILLAGE, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WESTLAKE VILLAGE, CA
EAGLE STRATEGIES LLC · WESTLAKE VILLAGE, CA
RKS MANAGEMENT, INC. · WESTLAKE VILLAGE, CA
MERCER GLOBAL ADVISORS INC. · Westlake Village, CA
LPL FINANCIAL LLC · WESTLAKE VILLAGE, CA
MML INVESTORS SERVICES, LLC · WESTLAKE VILLAGE, CA
EDWARD JONES · Westlake Village, CA

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