Edward
Taylor

Morgan Stanley Institutional Investment Advisors LLC

CRD#3204934
Investment Advisor
in Portland, OR

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About this Advisor

Edward Taylor is a financial advisor based in Portland, Oregon, working with Morgan Stanley Institutional Investment Advisors LLC. Edward has previously held positions at Stancorp Equities, Inc, Stancorp Investment Advisers, Inc, Standard Retirement Services, and Hyas Group. Edward has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oregon and Texas. Currently, Edward is part of Morgan Stanley Institutional Investment Advisors LLC, which operates out of Portland, Oregon. The firm has 13 employees and manages assets totaling $644.7 million. The services offered by the firm include portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Morgan Stanley Institutional Investment Advisors LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

9755 Sw Barnes Road, Suite 660
Portland, OR 97225

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Morgan Stanley Institutional Investment Advisors LLC Brokerage Details

Total Assets Under Management

$644,671,949

OR Average: $1,120,203,312
Total Number of Employees

13

OR Average: 50
Total Number of Accounts

16

OR Average: 1,309
Average Account Size

$40,291,997

OR Average: $855,770

Investment Advisory Services

  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Edward Taylor Work History

2016 - Present (8 years)

Hyas Group

2010 - 2016 (6 years)

Standard Retirement Services

2008 - 2016 (8 years)

Stancorp Investment Advisers, Inc

2006 - 2016 (10 years)

Stancorp Equities, Inc

Disclosures

Please visit the SEC profile of Edward Taylor 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 Institutional Investment Advisors LLC

Paul Galindo
Portland, OR
Matthew Morganroth
Portland, OR
Thomas Breaden
Portland, OR
Gregory Settle
Portland, OR
Jayson Davidson
Portland, OR
Theodore Grigsby
Portland, OR
Edward Taylor
Portland, OR
Audrey White
Portland, OR

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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