Dylan Taa

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2026-08-26
CA	RA	APPROVED	2022-03-10
TX	RA	APPROVED	2022-03-10

Branch Locations

55 East 52Nd Street 10Th Floor, New York, NY 10055 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	San Francisco	CA	10/2019	02/2022
Resupply	Boston	MA	05/2019	08/2019
Unemployed	Santa Clara	CA	08/2019	09/2019
Vishay Siliconix	Santa Clara	CA	07/2017	09/2017
Boston University	Boston	MA	01/2016	05/2019
Excelsis Labs	Tiburon	CA	03/2017	08/2017
Agganis Arena Ticket Office	Boston	MA	10/2017	05/2019
Whole Foods Market	Santa Clara	CA	07/2016	01/2017
Boston University	Boston	MA	05/2016	05/2019
Bank Of America, N.A.	San Francisco	CA	12/2019	02/2022
Morgan Stanley	San Francisco	CA	03/2022	Present
Morgan Stanley Private Bank, N.A	New York	NY	03/2022	Present

10/2019 → 02/2022

Merrill Lynch, Pierce, Fenner & Smith Incorporated

San Francisco, CA
05/2019 → 08/2019

Resupply

Boston, MA
08/2019 → 09/2019

Unemployed

Santa Clara, CA
07/2017 → 09/2017

Vishay Siliconix

Santa Clara, CA
01/2016 → 05/2019

Boston University

Boston, MA
03/2017 → 08/2017

Excelsis Labs

Tiburon, CA
10/2017 → 05/2019

Agganis Arena Ticket Office

Boston, MA
07/2016 → 01/2017

Whole Foods Market

Santa Clara, CA
05/2016 → 05/2019

Boston University

Boston, MA
12/2019 → 02/2022

Bank Of America, N.A.

San Francisco, CA
03/2022 → Present

Morgan Stanley

San Francisco, CA
03/2022 → Present

Morgan Stanley Private Bank, N.A

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-02-06

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