Trevor Taylor, financial advisor Sarasota FL
93 score

Trevor Taylor

CRD Number: 5441392
Current Firm: Aegis Capital Corp.

Trevor Taylor (CRD# 5441392) is an Investment Advisor Representative working at Aegis Capital Corp. in Sarasota, FL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Aegis Capital Corp Sarasota, FL Jun 2015 - Current 1
Taylor & Cordes, LLC Sarasota, FL Nov 2007 - Current 9
Taylor & Cordes Associates, Inc. Sarasota, FL Nov 2007 - Current 9
Rook Morris Real Estate Sarasota, FL Oct 2007 - Current 9
The Taylor Family Limited Partnership Sarasota, FL Oct 2007 - Current 9
Jhs Capital Advisors Sarasota, FL Jul 2010 - Jun 2015 4
Raymond James & Associates, Inc. Sarasota, FL Oct 2007 - Jul 2010 2
Rooks-morris Real Estate Sarasota, FL Sep 2004 - Oct 2007 3
The Bottle Shop Sarasota, FL May 2001 - Oct 2007 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2008
Contact Info for Trevor T. Taylor
Phone Number: 212-813-1010
Registered State(s):
  • DE
  • FL
  • KY
  • MN
  • MS
  • NJ
  • NM
  • PA
  • VA
By the Numbers
  • Total Assets Under Management
    327
    MILLIONS
  • Total Number of Accounts
    1,027
    ACCOUNTS
  • Average Account Value
    $318,015
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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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