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Tyler Tait

Morgan Stanley

Baltimore, MD

CRD 6864112

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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
MD RA APPROVED 2025-12-01
FL RA APPROVED 2023-08-28
TX RA APPROVED_RES 2023-08-25
  • MD RA
    APPROVED
    Since 2025-12-01
  • FL RA
    APPROVED
    Since 2023-08-28
  • TX RA
    APPROVED_RES
    Since 2023-08-25

Branch Locations

1201 Wills Street Suite 700, Baltimore, MD 21231 • 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 Baltimore MD 11/2017 05/2019
New Day Usa Fulton MD 06/2016 10/2017
Cannonball San Diego CA 07/2019 10/2019
Morgan Stanley Carlsbad CA 10/2019 02/2021
South River Mortgage Annapolis MD 03/2021 08/2022
Key Investment Services Brooklyn OH 08/2022 08/2023
Morgan Stanley Baltimore MD 08/2023 Present
Morgan Stanley Private Bank, N.A New York NY 11/2024 Present
  • 11/2017 → 05/2019
    Morgan Stanley
    Baltimore, MD
  • 06/2016 → 10/2017
    New Day Usa
    Fulton, MD
  • 07/2019 → 10/2019
    Cannonball
    San Diego, CA
  • 10/2019 → 02/2021
    Morgan Stanley
    Carlsbad, CA
  • 03/2021 → 08/2022
    South River Mortgage
    Annapolis, MD
  • 08/2022 → 08/2023
    Key Investment Services
    Brooklyn, OH
  • 08/2023 → Present
    Morgan Stanley
    Baltimore, MD
  • 11/2024 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-31
  • S66 Uniform Combined State Law Examination
    2020-01-31

View on SEC IAPD

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