Scott
Taggart

Morgan Stanley

CRD#6796874
Investment Advisor
in San Mateo, CA

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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

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Performance-based Fees, Others

Office Location

411 Borel Avenue Suite 220
San Mateo, CA 94402

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,402,425,838,334

CA Average: $7,464,549,021
Total Number of Employees

29,300

CA Average: 88
Total Number of Accounts

2,405,783

CA Average: 3,892
Average Account Size

$582,939

CA Average: $1,917,921

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

2021 - Present (3 years)

Morgan Stanley Private Bank, N.A

2020 - Present (4 years)

Morgan Stanley

2020 - Present (4 years)

United States Marine Corps Reserves

2020 - 2021 (1 year)

Peninsula Golf & Country Club

2019 - 2020 (1 year)

United States Marine Corps

2018 - 2018 (< 1 year)

Franklin Templeton

2018 - 2019 (1 year)

California Polytechnic State University

2017 - 2017 (< 1 year)

Morgan Stanley

2017 - 2018 (1 year)

California Polytechnic State University

2016 - 2016 (< 1 year)

Peninsula Golf & Country Club

2016 - 2017 (1 year)

California Polytechnic State University

2015 - 2015 (< 1 year)

Burlingame Country Club

2015 - 2016 (1 year)

California Polytechnic State University

2010 - 2015 (5 years)

Crocker Middle School/Burlingame High School

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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.

Financial Advisors at Morgan Stanley

Taylor Kangethe
Kansas City, MO
Charlotte Ahdoot
New York, NY
Emilia Rivera
San Diego, CA
Rebecca Bessette
Boston, MA
Felix Del Vecchio
Wellesley Hills, MA
Rachel Irwin
Kingsport, TN
Amanda Ragde
Woodland Hills, CA
Christopher Rollo
Oneonta, NY

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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