Taylor Stathis (CRD# 7813411) is an Investment Advisor Representative working at Gm Advisory Group, LLC in Melville, NY and has 1 year of experience in the finance industry. Taylor Stathis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gm Advisory Group | Melville, NY | May 2016 - Current | 7 |
| Branded Cities | New York, NY | Nov 2015 - May 2016 | < 1 |
| Unemployed | Belle Harbor, NY | Sep 2015 - Oct 2015 | < 1 |
| 451 Marketing | Boston, MA | May 2015 - Aug 2015 | < 1 |
| College Of The Holy Cross | Worcester, MA | Aug 2011 - May 2015 | 3 |
- NY
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Total Assets Under Management3,046MILLIONS
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Total Number of Accounts2,210ACCOUNTS
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Average Account Value$1,378,320
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, CT, FL, GA, IL, MA, NC, NJ, NY, PA, SC, TX, VA
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