confirmedFeatured MoveWirehouse → Wirehouse
Taylor Group
Morgan StanleyWells Fargo Advisors
Friday, May 1, 2026
AUM
$6.0B
Revenue
$19.0M
Team Size
2
Location
New York, NY
Region
Northeast
Morgan StanleyWells FargoWealth ManagementPrivate Client
Deal Terms
Total Package
320%
of T12 revenue
Upfront
300%
at signing
Forgiveness
5
years
Equity
Not included