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Taylor R Goepfert

Morgan Stanley

Garden City, NY

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-04-27
TX RA APPROVED 2020-10-12
CT RA APPROVED 2020-05-01
  • NY RA
    APPROVED
    Since 2021-04-27
  • TX RA
    APPROVED
    Since 2020-10-12
  • CT RA
    APPROVED
    Since 2020-05-01

Branch Locations

1200 Franklin Avenue 2Nd Floor, Garden City, NY 11530 • 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 Garden City NY 03/2020 Present
Morgan Stanley Garden City NY 07/2018 08/2018
Fairfield University Fairfield CT 09/2015 05/2019
Unemployed Unemployed NY 08/2019 02/2020
Morgan Stanley Private Bank, N.A New York NY 10/2020 Present
  • 03/2020 → Present
    Morgan Stanley
    Garden City, NY
  • 07/2018 → 08/2018
    Morgan Stanley
    Garden City, NY
  • 09/2015 → 05/2019
    Fairfield University
    Fairfield, CT
  • 08/2019 → 02/2020
    Unemployed
    Unemployed, NY
  • 10/2020 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-12
S63 Uniform Securities Agent State Law Examination 2019-12-18
  • S66 Uniform Combined State Law Examination
    2020-02-12
  • S63 Uniform Securities Agent State Law Examination
    2019-12-18
Other Names
  • Taylor Rae George
  • Taylor George
  • Taylor R George

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ARKADIOS WEALTH ADVISORS
CETERA INVESTMENT ADVISERS LLC
BRIXTON CAPITAL WEALTH ADVISORS, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
OSAIC WEALTH, INC.
COMMONWEALTH FINANCIAL NETWORK
LESLIE MARIE GIORDANO

Other Investors

TIMOTHY J TASSO
DAWN MARIE EGGERS
DAVID BRIAN CARPENTIER
Alexander Oliner
JULIA BATTAGLIA
Sei il im
ELLEN M CHAN
Jesse M Silver

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GARDEN CITY, NY
ARKADIOS WEALTH ADVISORS · Garden City, NY
CETERA INVESTMENT ADVISERS LLC · Garden City, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GARDEN CITY, NY
CETERA INVESTMENT ADVISERS LLC · GARDEN CITY, NY
BRIXTON CAPITAL WEALTH ADVISORS, LLC · GARDEN CITY, NY
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Garden City, NY
OSAIC WEALTH, INC. · GARDEN CITY, NY

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