Taylor E Haller

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

• 01/2022 → Present
  Morgan Stanley
  Dallas, TX
• 11/2021 → Present
  Ulta
  Frederick, MD
• 11/2017 → 01/2022
  Global Payments
  Hagerstown, MD
• 06/2019 → 05/2021
  University Of Maryland Global Campus
  Adelphi, MD
• 01/2015 → 12/2017
  Coppin State University
  Baltimore, MD
• 01/2017 → 05/2017
  Baltimore City Hall
  Baltimore, MD
• 05/2017 → 11/2017
  Music & Arts
  Frederick, MD

Other Businesses

480796 : Ulta Beauty; Investment related: No; Frederick, Maryland; Retail/Online Stores; Beauty advisor, Sales associate; 11/2021; During business hours: 0; After business hours: 60; Customer Service

Exams

• S66 Uniform Combined State Law Examination
  2024-05-21