Thomas
Taylor

Mutual Advisors, LLC

CRD#4442804
Investment Advisor
in Los Angeles, CA

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About this Advisor

Thomas Taylor is a financial advisor based in Los Angeles, California with 6 years of industry experience. Taylor is currently employed by Mutual Advisors, LLC. Taylor has gained experience at Morgan Stanley & Co., Inc, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association and Mutual Advisors, LLC. Taylor holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in California. Mutual Advisors, LLC is a business that has its headquarters in Casper, WY. It has offices in 71 locations and a total of 262 employees. It administers $5 billion in total assets between its 20,842 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. Of its 20,842 client accounts, 16% are associated with high-net-worth investors who have at least $1 million in investable assets. Mutual Advisors, LLC has a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial management usually vary depending on the type of financial services offered. Fees charged by Mutual Advisors, LLC likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3415 S Sepulveda Blvd 11Th Floor
Los Angeles, CA 90034

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Mutual Advisors, LLC Brokerage Details

Total Assets Under Management

$5,305,999,278

CA Average: $484,914,235
Total Number of Employees

262

CA Average: 8
Total Number of Accounts

20,842

CA Average: 674
Average Account Size

$254,582

CA Average: $719,457

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Thomas Taylor Work History

Thomas has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Mutual Advisors, LLC

2015 - Present (9 years)

Morgan Stanley Private Bank, National Association

2009 - Present (15 years)

Morgan Stanley Smith Barney

2007 - Present (17 years)

Morgan Stanley & Co., Inc

*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 Thomas 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 Mutual Advisors, LLC

Jeffrey Adler
Cincinnati, OH
Joseph Thaman
Saint Louis, MO
Madison Donovan
San Jose, CA
Jonathan Fairbanks
Hartford, CT
Alexander Whitehouse
Vancouver, WA
Stan Dungca
Camarillo, CA
Pedro Hero
San Antonio, TX
Matthew Pascarella
Morristown, NJ

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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