Deborah TaylorCRD Number: 1775708
Current Firm: Morgan Stanley
Deborah Taylor (CRD# 1775708) is an Investment Advisor Representative working at Morgan Stanley in Winter Park, FL and has over 30 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Current||3|
|Morgan Stanley Smith Barney||Lake Mary, FL||Jun 2009 - Current||9|
|Citigroup Global Markets Inc.||Lake Mary, FL||Feb 2006 - Sep 2012||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1988|
|S65||NASAA Investment Advisors Law Examination||Nov 1999|
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