Taylor Geoffrey Sketch

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:

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2020-03-18
GA	RA	APPROVED	2018-11-06

TX RA
APPROVED

Since 2020-03-18
GA RA
APPROVED

Since 2018-11-06

Branch Locations

3280 Peachtree Road Northeast Suite 1900, Atlanta, GA 30305 • 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

Organization	City	State	From	To
Morgan Stanley	Atlanta	GA	08/2018	Present
Lenders Title Solutions	Clearwater	FL	09/2016	07/2018
Applied Underwriters	Omaha	NE	05/2014	09/2016
Morgan Stanley Private Bank, N.A.	New York	NY	11/2018	Present

08/2018 → Present

Morgan Stanley

Atlanta, GA
09/2016 → 07/2018

Lenders Title Solutions

Clearwater, FL
05/2014 → 09/2016

Applied Underwriters

Omaha, NE
11/2018 → Present

Morgan Stanley Private Bank, N.A.

New York, NY

Other Businesses

*352410 - Vantage Point Title, Inc.; Not Investment related; Title Insurance; Independent Contractor (proprietor, partner, officer, director, employee, trustee, agent); Jul 2018; During business hours: 0; After business hours: 0.5; No responsibilities, but will receive commission for residual business that was referred to Vantage Point Title, Inc.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-11-06

S66 Uniform Combined State Law Examination

2018-11-06

View on SEC IAPD