Taylor Morrison (CRD# 4661142) is an Investment Advisor Representative working at Citizens Securities, Inc. in Woburn, MA and has over 16 years of experience in the finance industry. Taylor Morrison has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Citzens Securities, Inc. | Andover, MA | Mar 2023 - Current | 1 |
Clarfeld | Tarrytown, NY | Mar 2023 - Current | 1 |
Foreside Fund Services, LLC | Wellesley, MA | Apr 2020 - Mar 2023 | 2 |
Wellesley Asset Management, Inc. | Wellesley, MA | Oct 2019 - Mar 2023 | 3 |
Unemployed | North Reading, MA | Jan 2019 - Sep 2019 | < 1 |
Boston Financial Management LLC | Boston, MA | Sep 2018 - Jan 2019 | < 1 |
Bp Wealth Management, LLC | Boston, MA | Nov 2014 - Sep 2018 | 3 |
Boston Private Bank & Trust Company | Boston, MA | Dec 2013 - Nov 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2008 |
S63 | Uniform Securities State Law Examination | Jul 2020 |
- CT
- ME
- NH
- RI
- VT
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Total Assets Under Management7,314MILLIONS
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Total Number of Accounts47,222ACCOUNTS
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Average Account Value$154,888
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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