Shontae Taylor (CRD# 6716684) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jersey City, NJ and has over 5 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lawrenceville, NJ | Aug 2019 - Current | 4 |
| Bank Of America, N.a. | Lawrenceville, NJ | Aug 2019 - Current | 4 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2019 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2019 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NJ
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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