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Matthew Joseph Taylor

Morgan Stanley

Marco Island, FL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-08-20
NY RA APPROVED 2021-06-16
TX RA APPROVED_RES 2020-04-02
IL RA APPROVED 2018-03-02
  • FL RA
    APPROVED
    Since 2025-08-20
  • NY RA
    APPROVED
    Since 2021-06-16
  • TX RA
    APPROVED_RES
    Since 2020-04-02
  • IL RA
    APPROVED
    Since 2018-03-02

Branch Locations

928 North Collier Boulevard 3Rd Floor, Marco Island, FL 34145 • 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 Marco Island FL 11/2017 Present
Morningstar Inc. Chicago IL 05/2015 10/2017
Morgan Stanley Private Bank, N.A New York NY 11/2025 Present
  • 11/2017 → Present
    Morgan Stanley
    Marco Island, FL
  • 05/2015 → 10/2017
    Morningstar Inc.
    Chicago, IL
  • 11/2025 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-02
  • S66 Uniform Combined State Law Examination
    2018-03-02

View on SEC IAPD

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Other Offices

CETERA INVESTMENT ADVISERS LLC · Marco Island, FL
EDWARD JONES · Marco Island, FL
CONNECTICUT WEALTH MANAGEMENT, LLC · Marco Island, FL
CHARLES SCHWAB & CO., INC. · Marco Island, FL
CHARLES SCHWAB & CO., INC. · Marco Island, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MARCO ISLAND, FL
CLEARSHARES LLC · MARCO ISLAND, FL
CIC, LLC · MARCO ISLAND, FL

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