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Taylor Securities Services, Inc.

● SEC registered since 2022CRD 304070SEC# 801-125793Harrisburg, PA
Export (members)
Reg. AUM
$152.9M
Employees
12
Accounts
1,025
Location
Harrisburg, PA

Taylor Securities Services, Inc. assets under management

Taylor Securities Services, Inc. operates as an SEC-registered investment adviser based in Harrisburg, PA. The firm has been registered since 2022. It reports $152.9 million in regulatory assets under management and employs 12 people.
taylorretirementservices.com/financial-servicesView on SEC.gov ↗

Taylor Securities Services, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Matthew Alan Taylor ControlPresidentOver 75%2017
Stacy Graves FlemingChief Compliance OfficerUnder 5%2023

Frequently asked questions

How much does Taylor Securities Services, Inc. manage?

Taylor Securities Services, Inc. reports $152.9 million in regulatory assets under management on its Form ADV.

How many employees does Taylor Securities Services, Inc. have?

Taylor Securities Services, Inc. reports 12 employees.

Where is Taylor Securities Services, Inc. located?

Taylor Securities Services, Inc. is based in Harrisburg, PA and has been SEC-registered since 2022.

Does Taylor Securities Services, Inc. disclose fund performance?

Taylor Securities Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3113 North Front Street, Harrisburg, PA 17110
Phone717-232-5808
Fax717-232-5958
Office hours9:00a.m.-5:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$152.5M
Non-discretionary$382K
Total (RAUM)$152.9M