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RIA / WealthAdvisordual registered (broker-dealer)38 years in industry

ROBERT TAYLOR

Advisor at MORGAN STANLEY

San Diego, CA

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Search this name across graphsid dfx:ria:25d06aa8-5a77-527a-cbca-cf6aae30920a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jul 8, 1997 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MORGAN STANLEY
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 16, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Jun 16, 1988
First registration: Jul 8, 1997
Dual registered: yes, broker-dealer
Other names: BOB TAYLOR|ROBERT ALLYN TAYLOR
IAPD individual key: 1269613

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MORGAN STANLEY	Wirehouse	Aug 1, 2025	n/a	yes	San Diego, CA	Current employment
UBS FINANCIAL SERVICES INC.	Wirehouse	Apr 27, 2012	Aug 12, 2025	no	SAN DIEGO, CA\|Carlsbad, CA\|Encinitas, CA	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	May 2, 2012	no	San Diego, CA\|SAN DIEGO, CA	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Apr 2, 2007	Jun 1, 2009	no	SAN DIEGO, CA	Previous registration
MORGAN STANLEY DW INC.	n/a	Feb 23, 2007	Apr 2, 2007	no	SAN DIEGO, CA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Jul 8, 1997	Mar 6, 2007	no	SAN DIEGO, CA\|SAN DIEGO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
UBS FINANCIAL SERVICES INC.	MORGAN STANLEY	Aug 12, 2025	Aug 1, 2025	-11	Firm change	Wirehouse to wirehouse
MORGAN STANLEY	UBS FINANCIAL SERVICES INC.	May 2, 2012	Apr 27, 2012	-5	Firm change	Wirehouse to wirehouse
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
MORGAN STANLEY DW INC.	MORGAN STANLEY & CO. LLC	Apr 2, 2007	Apr 2, 2007	0	Bulk transfer	Other
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY DW INC.	Mar 6, 2007	Feb 23, 2007	-11	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
8174:149777:CA:2025-08-12	Aug 12, 2025	Aug 1, 2025	ENCINITAS, CA	Firm change

Relationships

Registered with (5)

→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to May 2, 2012factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Apr 27, 2012 to Aug 12, 2025factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Apr 2, 2007 to Jun 1, 2009factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Feb 23, 2007 to Apr 2, 2007factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Jul 8, 1997 to Mar 6, 2007factForm ADV

Dated events

Occurred
Aug 12, 2025
Advisor changed firm
Robert Taylor left Ubs Financial Services Inc. for Morgan Stanley (registered 2025-08-01)
Form ADVobserved 5 days ago