Taylor Mailloux, financial advisor Merrimack NH

Taylor Mailloux

CRD Number: 7054111
Current Firm: Fidelity Personal And Workplace Advisors

Taylor Mailloux (CRD# 7054111) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Merrimack, NH and has over 3 years of experience in the finance industry.

Similar Advisors
Cynthia Pellegrino, financial advisor Merrimack NH
Cynthia Pellegrino
CRD# 4257163
Prosperity Wealth Management, Inc.
Similar Advisors
Peter Canniff, financial advisor Merrimack NH
Peter J. Canniff
CRD# 2513892
Advanced Portfolio Design, LLC
Similar Advisors
Stephen Mathieu, financial advisor Merrimack NH
Stephen N. Mathieu
CRD# 1350047
Legacy Financial Solutions, Inc.
Company Name Location Dates Years
Fidelity Brokerage Services LLC Merrimack, NH Dec 2018 - Current 3
Fidelity Investments Merrimack, NH Dec 2017 - Dec 2018 1
Woodpellets.com/nagler Group Bedford, NH Aug 2017 - Oct 2017 < 1
Massage Envy Tempe, AZ Mar 2016 - May 2017 1
Arizona State University Tempe, AZ Aug 2015 - May 2017 1
Bath And Body Works Chandler, AZ Aug 2015 - Jul 2016 < 1
Unemployed Unemployed, AZ Apr 2015 - Aug 2015 < 1
Grand Canyon University Phoenix, AZ Aug 2014 - Apr 2015 < 1
Perry High School Gilbert, AZ Aug 2012 - May 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2019
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Taylor A. Mailloux
Phone Number: 617-563-7000
Registered State(s):
  • NH
  • TX
By the Numbers
  • Total Assets Under Management
    726,706
    MILLIONS
  • Total Number of Accounts
    1,509,611
    ACCOUNTS
  • Average Account Value
    $481,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.