Alicia Kay Taylor

Walnut Creek, CA

CRD 6870566

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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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-05-09
CA	RA	APPROVED	2019-02-04

TX RA
APPROVED_RES

Since 2024-05-09
CA RA
APPROVED

Since 2019-02-04

Branch Locations

1333 North California Boulevard Suite 133, Walnut Creek, CA 94596 • 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

Organization	City	State	From	To
Morgan Stanley	Walnut Creek	CA	11/2017	Present
J.JIll	Walnut Creek	CA	09/2016	11/2017
Vineyard Vines	Walnut Creek	CA	11/2015	09/2016

11/2017 → Present

Morgan Stanley

Walnut Creek, CA
09/2016 → 11/2017

J.JIll

Walnut Creek, CA
11/2015 → 09/2016

Vineyard Vines

Walnut Creek, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-02-04

S66 Uniform Combined State Law Examination

2019-02-04

Other Names

Alicia Kay Torre

View on SEC IAPD

Nearby Firms

BURTON ENRIGHT WELCH

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Nearby Investors

CHRISTOPHER STEPHEN HUGHES

KELLY METZLER RANDALL

Nearby Offices

USCF ADVISERS · WALNUT CREEK, CA

BURTON ENRIGHT WELCH · WALNUT CREEK, CA

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA

More in Walnut Creek, CA

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