Sidney TaylorCRD Number: 4513038
Current Firm: Morgan Stanley
Sidney Taylor (CRD# 4513038) is an Investment Advisor Representative working at Morgan Stanley in Deland, FL and has over 11 years of experience in the finance industry.
National Planning Corporation ("npc Of America" In Fl & Ny)
M Holdings Securities, Inc.
Retirement Wealth Advisors, Inc.
|Morgan Stanley Private Bank, National Association||New York, NY||Feb 2015 - Current||3|
|Morgan Stanley Smith Barney LLC||Deland, FL||Jan 2015 - Current||3|
|The Newport Group, Inc.||Heathrow, FL||Mar 2009 - Jan 2015||5|
|Newport Group Securities, Inc.||Heathrow, FL||Mar 2009 - Jan 2015||5|
|Burgess Chambers & Associates, Inc.||Winter Park, FL||Feb 2006 - Mar 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2015|
|S65||NASAA Investment Advisors Law Examination||Jun 2006|
Total Assets Under Management598,503MILLIONS
Total Number of Accounts1,610,240ACCOUNTS
Average Account Value$371,685
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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