Taylor
Sutherland
Halbert Hargrove
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About this Advisor
Taylor Sutherland is a certified financial planner working in Long Beach, California with a total of 11 years of relevant experience. Sutherland is an advisor for Halbert Hargrove. They have worked at Halbert Hargrove for their complete career. Sutherland has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in California. Halbert Hargrove is a financial advisory business based in Long Beach, CA. It has offices in eight locations and a total of 47 advisors. It has $3 billion in assets under management between its 4,240 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 33 charitable organizations. Of its 4,240 client accounts, 47% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Halbert Hargrove performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, educational seminars and other services. Fees for financial management vary depending on which service is offered. However, fees charged by Halbert Hargrove most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Halbert Hargrove Brokerage Details
$2,735,028,599
47
4,240
$645,054
Investment Advisory Services
- Financial planning 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
- Educational seminars/workshops
- Other
Taylor Sutherland Work History
Taylor has been registered as a financial advisor for 11 years.*
Halbert Hargrove Global Advisors, LLC
*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 Taylor Sutherland to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
