Stephen Taylor (CRD# 4235510) is an Investment Advisor Representative working at Big Rock Advisors LLC in Montauk, NY and has over 22 years of experience in the finance industry.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 4288358
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Big Rock Advisors LLC | Montauk, NY | Feb 2024 - Current | < 1 |
| Cardona And Company | Montauk, NY | Nov 2023 - Current | < 1 |
| Credit Suisse Securities (usa) LLC | New York, NY | Nov 2000 - Nov 2023 | 23 |
| Credit Suisse Group | New York, NY | Jul 2000 - Nov 2023 | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2001 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
- NY
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- 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
- Pension consulting services
NY
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