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Carly N Taylor

Morgan Stanley

Indianapolis, IN

CRD 7495024

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2022-10-10
IN RA APPROVED 2022-09-26
  • TX RA
    APPROVED
    Since 2022-10-10
  • IN RA
    APPROVED
    Since 2022-09-26

Branch Locations

800 East 96Th Street Suite 400, Indianapolis, IN 46240 • 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 Indianapolis IN 03/2022 Present
One America Indianapolis IN 02/2019 02/2022
Victory College Prep School Indianapolis IN 06/2018 02/2019
Sekolah Pelita Harapan Jakarta 06/2016 06/2018
  • 03/2022 → Present
    Morgan Stanley
    Indianapolis, IN
  • 02/2019 → 02/2022
    One America
    Indianapolis, IN
  • 06/2018 → 02/2019
    Victory College Prep School
    Indianapolis, IN
  • 06/2016 → 06/2018
    Sekolah Pelita Harapan
    Jakarta
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-26
  • S66 Uniform Combined State Law Examination
    2022-09-26

View on SEC IAPD

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