Rodney William Taylor

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_RES	2020-04-23
GA	RA	APPROVED	2016-01-29

TX RA
APPROVED_RES

Since 2020-04-23
GA RA
APPROVED

Since 2016-01-29

Branch Locations

3280 Peachtree Road Northeast, Suite 2000 Pwm, 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	09/2015	Present
Morgan Stanley Private Bank, N.A.	New York	NY	09/2015	Present

09/2015 → Present

Morgan Stanley

Atlanta, GA
09/2015 → Present

Morgan Stanley Private Bank, N.A.

New York, NY

Other Businesses

1.Sur La Mer LLC; Investment related; Beach FL; Sole Proprietor/Owner/Partner; Beach house rentals; Rental; 02/2017; 0,12 2.T Burton LLC; Investment related: Yes; Atlanta, GA; Rental Property; Sole Proprietor / Owner / Partner(proprietor, partner, officer, director, employee, trustee, agent); Jul 2018; During business hours: 0; After business hours: 12; 3. Team Taylor Ventures LLC; Investment related; real estate; GP (proprietor, partner, officer, director, employee, trustee, agent); Jul 2018; During business hours: 0; After business hours: 12

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-12-23

S66 Uniform Combined State Law Examination

2015-12-23

Other Names

Rodney Taylor

View on SEC IAPD