Stephen Taylor (CRD# 4448432) is an Investment Advisor Representative working at Merited Wealth, LLC in North Bay Village, FL and has over 22 years of experience in the finance industry. Stephen Taylor 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# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merited Wealth, Llc (fka Stephen A. Taylor Wealth Management) | North Bay Village, FL | Sep 2021 - Current | 2 |
| Stephen A. Taylor, Esq. | Miami, FL | Jan 2001 - Current | 23 |
| Stephen A. Taylor Wealth Management, LLC | North Bay Village, FL | Jan 2019 - Sep 2021 | 2 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Feb 2015 - Dec 2019 | 4 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Feb 2015 - Dec 2019 | 4 |
| Taylormade Investments, LLC | North Bay Village, FL | Jul 2015 - Jan 2019 | 3 |
| Bibbitec, LLC | Miami, FL | Jan 2013 - Dec 2016 | 3 |
| Stephen A. Taylor Wealth Management, LLC | North Bay Village, FL | Feb 2015 - Jul 2015 | < 1 |
| Transamerica Financial Advisors, Inc. | Miami, FL | Mar 2014 - Feb 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2002 |
| S63 | Uniform Securities State Law Examination | Jul 2016 |
- FL
- TX
-
Total Assets Under Management106MILLIONS
-
Total Number of Accounts337ACCOUNTS
-
Average Account Value$313,683
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, TX
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