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Taylor S Mclennan

Morgan Stanley

Asheville, NC

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-02-26
NC RA APPROVED 2020-01-27
  • TX RA
    APPROVED
    Since 2020-02-26
  • NC RA
    APPROVED
    Since 2020-01-27

Branch Locations

500 College Street, Asheville, NC 28801 • 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 Asheville NC 09/2019 Present
Kearfott Corporation Black Mountain NC 07/2017 09/2019
Mission Health System Asheville NC 11/2016 07/2017
Kearfott Corporation Black Mountain NC 08/2015 11/2016
Morgan Stanley Private Bank, N.A New York NY 12/2022 Present
  • 09/2019 → Present
    Morgan Stanley
    Asheville, NC
  • 07/2017 → 09/2019
    Kearfott Corporation
    Black Mountain, NC
  • 11/2016 → 07/2017
    Mission Health System
    Asheville, NC
  • 08/2015 → 11/2016
    Kearfott Corporation
    Black Mountain, NC
  • 12/2022 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-27
  • S66 Uniform Combined State Law Examination
    2020-01-27
Other Names
  • Taylor S Mclennan
  • Taylor Mclennan

View on SEC IAPD

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BEACON POINTE ADVISORS, LLC
EDWARD JONES
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

JAMES TURNER NORRIS
LAURENCE J CASPER
DONALD PETER WEIDEMANN
SANDRA K NEWBERRY
JONATHAN TRAVIS PAYNE
CHRISTINA LEIGH SIMPSON
KATHLEEN CARROLL KING
AMBER DAWN MCCLEEREY

Other Offices

OPPENHEIMER & CO. INC. · ASHEVILLE, NC
CETERA INVESTMENT ADVISERS LLC · ASHEVILLE, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ASHEVILLE, NC
BEACON POINTE ADVISORS, LLC · Asheville, NC
BEACON POINTE ADVISORS, LLC · Asheville, NC
EDWARD JONES · ASHEVILLE, NC
LPL FINANCIAL LLC · ASHEVILLE, NC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Asheville, NC

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