AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
ET

Edward K. Taylor

MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC
Portland, OR 97225
Some features on this profile are disabled
CRD#: 3204934
ET

Professional summary

Edward K Taylor, who also goes by Edward Kenneth Taylor, Ned Taylor, is a registered financial advisor currently at MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC located in Portland, Oregon.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Edward has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Edward Kenneth Taylor | Ned Taylor

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward K Taylor's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 3, 2016 - Present

MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC

Office #1: 9755 Sw Barnes Road Suite 660, Portland, OR 97225
RIA
CRD#: 149122
Portland, OR
Past

February 7, 2008 - June 6, 2016

STANCORP INVESTMENT ADVISERS, INC.

RIA
CRD#: 110228
PORTLAND, OR
Past

April 4, 2006 - June 6, 2016

STANCORP EQUITIES, INC.

BD
CRD#: 19517
PORTLAND, OR
Past

March 16, 2001 - January 18, 2005

COLUMBIA FINANCIAL CENTER INCORPORATED

BD
CRD#: 23562
PORTLAND, OR
Past

April 26, 1999 - March 7, 2001

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MS
MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC
COOK STREET CONSULTING | MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC | HYAS GROUP, LLC | HYAS GROUP | FIDUCIARY CONSULTING GROUP

CRD#: 149122 / SEC#: 801-69938

RIA
Registered Investment Advisory firm - (2/24/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Oregon
(6/3/2016)
IAR
Texas
(12/17/2018)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/18/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/1/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/6/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 4/23/1999
Investment Company Products/Variable Contracts Representative Examination

Current Firm

MS
MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC
COOK STREET CONSULTING | MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC | HYAS GROUP, LLC | HYAS GROUP | FIDUCIARY CONSULTING GROUP

CRD#: 149122 / SEC#: 801-69938

RIA
Registered Investment Advisory firm - (2/24/2009 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
5299 Dtc Blvd., Suite 1000, Greenwood Village, CO 80111
Mailing Address
750 7th Avenue 34th Floor, New York, NY 10019
Phone number
(303) 333-7770
Established
Firm type
Fiscal year end
# of Employees
59

SEC notice filing (13 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MSIIA ADV PART 2A (4/29/2025)

Regulatory assets under management

Total Number of Accounts71
AUM (Assets Under Management)$ 8,870,425,168

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC

CRD#: 149122Portland, OR 97225

TRUST BUT VERIFY

Monitor Edward Taylor

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Viengsavanh Bounnam
Viengsavanh BounnamAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Vancouver, WA
Devlin William Carothers
Devlin CarothersAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Vancouver, WA
Gregory Scott Bowen
Gregory BowenAdvisorCheck Check Mark
MARINER WEALTH
IAR
RR
Portland, OR
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics