Daniel Taylor, financial advisor Franklin TN
93 score

Daniel Taylor

CRD Number: 4535928
Current Firm: Nuveen Asset Management, LLC

Daniel Taylor (CRD# 4535928) is an Investment Advisor Representative working at Nuveen Asset Management, LLC in Franklin, TN and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Nuveen Investments Chicago, IL Jun 2016 - Current < 1
John Hancock Funds Boston, MA Apr 2003 - May 2016 13
John Hancock Advisers, LLC Boston, MA Apr 2003 - May 2016 13
Sovereign Asset Management LLC Boston, MA Apr 2003 - May 2016 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2003
S65 NASAA Investment Advisors Law Examination Jun 2003
Contact Info for Daniel J. Taylor
Phone Number: 312-917-7700
Firm Website: http://www.nuveen.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    141,318
    MILLIONS
  • Total Number of Accounts
    30,523
    ACCOUNTS
  • Average Account Value
    $4,629,889
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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