Daniel Taylor, financial advisor Troy MI
93 score

Daniel Taylor

CRD Number: 5335825
Current Firm: Axa Advisors, LLC

Daniel Taylor (CRD# 5335825) is an Investment Advisor Representative working at Axa Advisors, LLC in Troy, MI and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Axa Advisors, LLC New York, NY Jan 2010 - Current 6
Axa Advisors, LLC New York, NY May 2007 - Jan 2010 2
Michigan State University East Lansing, MI Sep 2003 - May 2007 3
Axa Advisors, LLC Okemos, MI Jan 2006 - Jan 2007 1
Cambridge Financial Services Troy, MI May 2004 - Jan 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2007
Contact Info for Daniel R. Taylor
Phone Number: 212-314-4600
Firm Website: http://axa.us.com
Registered State(s):
  • FL
  • VA
  • NJ
  • MI
By the Numbers
  • Total Assets Under Management
    9,867
    MILLIONS
  • Total Number of Accounts
    40,093
    ACCOUNTS
  • Average Account Value
    $246,096
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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