David Taylor Mills

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2015 → Present
  Morgan Stanley
  Atlanta, GA
• 04/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 1999-06-01 → 2015-03-31
  Ubs Financial Services Inc.
  Atlanta, GA
  Atlanta, GA
  Weehawken, NJ
  Atlanta, GA
  Atlanta, GA

Other Businesses

1. Rental Property; Investment related: Yes; Atlanta, GA; Rental Property; Sole Proprietor / Owner / Partner(proprietor, partner, officer, director, employee, trustee, agent); 04/2016; During business hours: 0; After business hours: 1; Rent collection, tenant identification, maintenance. 2. *526508- Self - David Mills; Investment related: No ; Atlanta; Georgia; Children's Book; Sole Proprietor; 10/2022; During business hours: 0; After business hours: 1. *670036- Not Named Yet; Investment related: No; Atlanta, Georgia; Technology; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 11/2025; During business hours: 0; After business hours: 2; I am working with my kids on an App for logistics. *694934- Three Lemons LLC; Investment related: No; Atlanta, Georgia; My daughter, Kennedy aka Birdie, wants to sell jars of peanut butter called 'Birdie's Butter'; Partner (proprietor, partner, officer, director, employee, trustee, agent); 05/2026; During business hours: 0; After business hours: 3; Check Signing/Funds Disbursements

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-03-29
• S65 Uniform Investment Adviser Law Examination
  1999-03-29