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Detailed Report
TAYLOR A FELLINE
Taylor A Coolahan, Taylor Ashley Coolahan
CRD#: 6867750
IA
Investment Adviser
B
Broker
MORGAN STANLEYCRD#: 149777 20 Linden Place
Red Bank, NJ 07701
Registration History
20172018201920202021202220232024202520262 FIRMS2021 - Present (3 years)BGLEN EAGLE WEALTH, LLC (CRD# 124504)2017 - 2021 (3 years)IAGLEN EAGLE ADVISORS, LLC (CRD# 282920)2019 - 2024 (4 years)
License(s)

State Registrations

B
Alabama 5/16/2024
B
Nevada 5/4/2021
B
Alaska 5/16/2024
B
New Hampshire 5/4/2021
B
Arizona 5/4/2021
B
New Jersey 5/4/2021
B
California 5/4/2021
IA
New Jersey 5/5/2021
B
Colorado 5/4/2021
B
New York 5/4/2021
B
Connecticut 5/4/2021
B
North Carolina 5/4/2021
B
Delaware 5/4/2021
B
Ohio 5/4/2021
B
District of Columbia 5/4/2021
B
Oregon 5/4/2021
B
Florida 5/4/2021
B
Pennsylvania 5/4/2021
B
Georgia 5/4/2021
B
Rhode Island 5/4/2021
B
Illinois 5/4/2021
B
South Carolina 5/4/2021
B
Iowa 5/4/2021
B
Tennessee 5/4/2021
B
Kansas 5/16/2024
B
Texas 5/4/2021
B
Louisiana 10/25/2023
IA
Texas 5/5/2021
B
Maine 5/4/2021
B
Utah 9/27/2021
B
Maryland 5/4/2021
B
Virginia 5/4/2021
B
Massachusetts 5/4/2021
B
Washington 5/4/2021
B
Minnesota 5/4/2021
B
Wisconsin 5/4/2021
B
Montana 5/16/2024
B
Wyoming 12/16/2024

SRO Registrations

B
 FINRA
B
 NYSE American LLC
B
 Nasdaq Stock Market
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
MORGAN STANLEY (CRD#:149777)
20 Linden Place, Red Bank, NJ 07701
Registered with this firm since 5/5/2021
B
MORGAN STANLEY (CRD#:149777)
20 Linden Place, Red Bank, NJ 07701
Registered with this firm since 5/4/2021
Previous Registration(s)
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IA
 06/24/2019 - 01/16/2024 GLEN EAGLE ADVISORS, LLC (CRD#:282920) KINGSTON, NJ
B
 10/26/2017 - 04/23/2021 GLEN EAGLE WEALTH, LLC (CRD#:124504) KINGSTON, NJ
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.