AdFi
TK

Taylor K Morse

Financial Professional at Morgan Stanley

New York, NYCRD #6148266
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Taylor K. Morse is a financial professional associated with Morgan Stanley in New York, NY, where they have been associated since 2025. They have worked in the securities industry since 2023 and were previously registered with American Century Investment Services Inc. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent).

Office

1 New York Plaza
New York, NY 10004

Advisors at this office: 204

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Registration type not available
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 4/25/2026
Series 63
Uniform Securities Agent State Law Examination
Passed 11/7/2019
Series 7
General Securities Representative Examination
Passed 9/4/2025
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 10/7/2019
SIE
Securities Industry Essentials Examination
Passed 9/21/2019

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Morgan StanleyCurrent
4/27/2026 – New York, NY
Morgan StanleyCurrent
9/4/2025 – New York, NY
American Century Investment Services Inc.
10/7/2019 – 9/7/2021Kansas City, MO

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. American Century Investment Services, Inc.
    Sep 2019 – Mar 2023Kansas City, MO
  2. Michel Kors
    Jul 2019 – Sep 2019Kansas City, MO
  3. VIP Kid
    Dec 2018 – Sep 2019Kansas City, MO
  4. Victoria School
    Feb 2018 – Nov 2018Prague
  5. Cerner
    Jul 2016 – Jan 2018Kansas City, MO
  6. Morgan Stanley
    Jun 2025 – Jul 2026New York, NY
  7. Michael Kors
    Mar 2023 – Jun 2025East Rutherford, NJ
  8. Edward Jones
    Aug 2026 – no end date reportedSt. Louis, MO

Official records & sources

Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Morgan Stanley

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Commissions
  • Fixed fee
  • Performance-based fees
  • Other
Firm account minimum
$10,000 (waivable)

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsInvestment CompaniesPension/Profit SharingCharitable OrganizationsState/MunicipalInsurance CompaniesCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
23,008
Offices listed on AdvisorFinder:
26
Main office:
Purchase, NY
SEC file number:
801-70103

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 28, 2026

View full firm profile

Other advisors at Morgan Stanley

Showing 12 of 23,008 in the directory

View Morgan Stanley firm profile

Similar advisors in New York, NY

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Taylor K Morse has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
Taylor K Morse (Morgan Stanley) - Fees & Credentials