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Taylor M Stateman

Morgan Stanley

Chicago, IL

CRD 7800963

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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
TX RA APPROVED 2025-04-04
IL RA APPROVED 2025-03-29
  • TX RA
    APPROVED
    Since 2025-04-04
  • IL RA
    APPROVED
    Since 2025-03-29

Branch Locations

233 South Wacker Drive Suite 8600, Chicago, IL 60606 • 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 Chicago IL 09/2023 Present
Generations At Applewood Matteson IL 03/2022 09/2023
Physicians Revenue Group Downers Grove IL 12/2020 03/2022
University Of Illinois At Urbana Champaign Champaign IL 08/2018 05/2020
Joliet Junior College Joliet IL 08/2016 05/2018
Carle Foundation Hospital Champaign IL 01/2020 04/2020
Creme De La Creme Warrenville IL 05/2018 12/2019
Unemployed Mokena IL 05/2020 12/2020
  • 09/2023 → Present
    Morgan Stanley
    Chicago, IL
  • 03/2022 → 09/2023
    Generations At Applewood
    Matteson, IL
  • 12/2020 → 03/2022
    Physicians Revenue Group
    Downers Grove, IL
  • 08/2018 → 05/2020
    University Of Illinois At Urbana Champaign
    Champaign, IL
  • 08/2016 → 05/2018
    Joliet Junior College
    Joliet, IL
  • 01/2020 → 04/2020
    Carle Foundation Hospital
    Champaign, IL
  • 05/2018 → 12/2019
    Creme De La Creme
    Warrenville, IL
  • 05/2020 → 12/2020
    Unemployed
    Mokena, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-28
  • S66 Uniform Combined State Law Examination
    2025-03-28

View on SEC IAPD

Nearby Firms

BROWNSON, REHMUS & FOXWORTH, INC.
PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC

Nearby Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN

Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

More in Chicago, IL

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