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Taylor A Felline

Morgan Stanley

Red Bank, NJ

CRD 6867750

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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
NJ RA APPROVED 2021-05-05
TX RA APPROVED_RES 2021-05-05
  • NJ RA
    APPROVED
    Since 2021-05-05
  • TX RA
    APPROVED_RES
    Since 2021-05-05

Branch Locations

20 Linden Place, Red Bank, NJ 07701 • 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
The College Of New Jersey Ewing NJ 08/2015 05/2017
Glen Eagle Wealth, Llc Princeton NJ 01/2017 06/2017
Glen Eagle Wealth, Llc Princeton NJ 07/2017 05/2021
Morgan Stanley Red Bank NJ 05/2021 Present
  • 08/2015 → 05/2017
    The College Of New Jersey
    Ewing, NJ
  • 01/2017 → 06/2017
    Glen Eagle Wealth, Llc
    Princeton, NJ
  • 07/2017 → 05/2021
    Glen Eagle Wealth, Llc
    Princeton, NJ
  • 05/2021 → Present
    Morgan Stanley
    Red Bank, NJ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-02-13
  • S66 Uniform Combined State Law Examination
    2019-02-13
Other Names
  • Taylor Ashley Coolahan
  • Taylor A Coolahan

View on SEC IAPD

Nearby Firms

CLEAR WAVE WEALTH MANAGEMENT, LLC
MILLINGTON SECURITIES, LLC
HARTSHORNE GROUP, LLC

Nearby Investors

MATTHEW FRANK WILK
JOSEPH MICHAEL GALLO
Robert Daniel Morgan

Nearby Offices

CLEAR WAVE WEALTH MANAGEMENT, LLC · RED BANK, NJ
MILLINGTON SECURITIES, LLC · RED BANK, NJ
HARTSHORNE GROUP, LLC · RED BANK, NJ

More in Red Bank, NJ

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