Taylor Depenaloza

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

• 08/2014 → 10/2025
  Ubs Financial Services, Inc.
  Chicago, IL
• 10/2025 → Present
  Morgan Stanley Smith Barney Llc
  Orland Park, IL
• 12/2025 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2014-08-25 → 2025-10-20
  Ubs Financial Services Inc.
  Chicago, IL
  La Grange, IL
• 2012-04-10 → 2014-08-04
  Nuveen Asset Management, Llc
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-04-05
• S63 Uniform Securities Agent State Law Examination
  2011-11-30

Other Names

• Taylor Smith
• Taylor Elizabeth Smith
• Taylor Elizabeth Depenaloza