Scott
Taggart
Morgan Stanley
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About this Advisor
Scott Taggart is a financial advisor based in San Mateo, California, working with Morgan Stanley. Scott has previously held positions at Morgan Stanley, United States Marine Corps Reserves, United States Marine Corps, Franklin Templeton, Peninsula Golf & Country Club, Burlingame Country Club, Crocker Middle School/Burlingame High School, California Polytechnic State University, and Morgan Stanley Private Bank, N.A. Scott has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Scott is part of Morgan Stanley, which operates out of San Mateo, California. The firm has 930 offices and 29,300 employees. The firm manages assets totaling $1.4 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Morgan Stanley includes asset-based, fixed, commission-based, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,402,425,838,334
29,300
2,405,783
$582,939
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Scott Taggart Work History
Morgan Stanley Private Bank, N.A
Morgan Stanley
United States Marine Corps Reserves
Peninsula Golf & Country Club
United States Marine Corps
Franklin Templeton
California Polytechnic State University
Morgan Stanley
California Polytechnic State University
Peninsula Golf & Country Club
California Polytechnic State University
Burlingame Country Club
California Polytechnic State University
Crocker Middle School/Burlingame High School
Disclosures
Please visit the SEC profile of Scott Taggart to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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