Taryn
Horne

Morgan Stanley

CRD#4847672
Investment Advisor
in Walnut Creek, CA

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About this Advisor

Taryn Horne is a financial advisor operating out of Walnut Creek, California who has 9 years of industry experience. Horne is an employee of Morgan Stanley. During their career, Horne has held roles at Wells Fargo Advisors LLC and Morgan Stanley. Horne maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California and Texas. Morgan Stanley is a registered investment company headquartered in Purchase, NY. The company has offices in 930 locations and a total of 28,000 employees. It controls $1 trillion in total assets between its 2,233,188 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 30,383 charities and foundations. Of its 2,233,188 client accounts, just 1% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The company has a diverse set of services, including 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. Financial advisory fees usually vary depending on which services the firm provides the client. However, fee types billed by Morgan Stanley most likely include any combination of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

9 years

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, Others

Office Location

1333 North California Boulevard Suite 133
Walnut Creek, CA 94596

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

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

28,000

CA Average: 88
Total Number of Accounts

2,233,188

CA Average: 3,892
Average Account Size

$530,659

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

Taryn Horne Work History

Taryn has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Morgan Stanley

2011 - 2014 (3 years)

Wells Fargo Advisors LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Taryn Horne 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

Beth Prospero
Jersey City, NJ
Kristina Lopez
Purchase, NY
Dori Stegmann
Saint Louis, MO
Daniel Evans
New York, NY
Gabriel Lynn
Pasadena, CA
Shantal Hunte
Atlanta, GA
Janelle Williams
Billings, MT
Johnny Williams
Columbia, SC

The content in this profile was updated by SmartAsset on 4/16/2023. 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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