Shontae Taylor, financial advisor West Trenton NJ

Shontae Taylor

CRD Number: 6716684
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Shontae Taylor (CRD# 6716684) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in West Trenton, NJ and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Lawrenceville, NJ Aug 2019 - Current 1
Bank Of America, N.a. Lawrenceville, NJ Aug 2019 - Current 1
Nylife Securities LLC Mt. Laurel, NJ Mar 2018 - Aug 2019 1
New York Life Insurance Comapy Mt. Laurel, NJ Mar 2017 - Aug 2019 2
Conduent Business Services LLC Cherry Hill, NJ Sep 2014 - Mar 2017 2
New York Life Insurance Company Mt. Laurel, NJ Aug 2016 - Feb 2017 < 1
Telepoint Communications Cherry Hill, NH Mar 2016 - Nov 2016 < 1
American Income Life Insurance Company Hamilton, NJ Apr 2016 - Jul 2016 < 1
Express Scripts St. Louis, MO Dec 2015 - Feb 2016 < 1
Cvs Pharmacy Willingboro, NJ Jan 2015 - Jan 2016 1
Target Delran, NJ Dec 2014 - Jan 2015 < 1
Unemployed Cinnaminson, NJ Mar 2014 - Nov 2014 < 1
Private Healthcare Willingboro, NJ Sep 2010 - Feb 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2019
S66 NASAA Uniform Combined State Law Examination Nov 2019
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Shontae D. Taylor
Phone Number: 800-637-7455
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    962,052
    MILLIONS
  • Total Number of Accounts
    2,529,169
    ACCOUNTS
  • Average Account Value
    $380,383
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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