Donald
Taylor
Deutsche Bank Securities Inc
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About this Advisor
Donald Taylor is a financial advisor operating in Los Angeles, California who has 4 years of industry experience. Taylor is an employee of Deutsche Bank Securities Inc. Taylor has gained experience at City National Bank, Deutsche Bank National Trust Company and Deutsche Bank Securities Inc. Taylor has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Deutsche Bank Securities Inc is a financial advisory firm based in New York, NY. The company has a total of 1,585 advisors. It administers $21 million in total assets between its 15 customer accounts, making it one of the smaller firms in the nation by assets under management. Of its 15 accounts, 47% belong to high-net-worth individuals who have at least $1 million in assets. The company provides a diverse assortment of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and security rating services. Financial management fee schedules usually are based on which service is provided. Fee types billed by Deutsche Bank Securities Inc most likely are comprised of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Deutsche Bank Securities Inc Brokerage Details
$21,348,952
1,585
15
$1,423,263
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Security ratings or pricing services
Donald Taylor Work History
Donald has been registered as a financial advisor for 4 years.*
Deutsche Bank National Trust Company
Deutsche Bank Securities Inc
City National Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Donald Taylor to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Deutsche Bank Securities Inc
Los Angeles, CA
New York, NY
Jacksonville, FL
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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