Stephen
Taylor

Merited Wealth, LLC

CRD#4448432
Investment Advisor
in Miami Beach, FL

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About this Advisor

Stephen Taylor is a financial advisor based in Miami Beach, Florida, working with Merited Wealth, LLC. Stephen has previously held positions at Transamerica Financial Advisors, Inc, Stephen A. Taylor, Esq, Bibbitec, LLC, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Merited Wealth, LLC (formerly known as Stephen A. Taylor Wealth Management), Stephen A. Taylor Wealth Management, LLC, and Taylormade Investments, LLC. Stephen has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Florida and Texas. Currently, Stephen is part of Merited Wealth, LLC, which operates out of Miami Beach, Florida. The firm has 1 office and 3 employees. The firm manages assets totaling $105.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Merited Wealth, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1666 79Th Street Causeway Suite 501
Miami Beach, FL 33141

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Merited Wealth, LLC Brokerage Details

Total Assets Under Management

$105,711,182

FL Average: $1,855,561,029
Total Number of Employees

3

FL Average: 62
Total Number of Accounts

337

FL Average: 2,474
Average Account Size

$313,683

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Stephen Taylor Work History

2021 - Present (3 years)

Merited Wealth, LLC (Fka Stephen A. Taylor Wealth Management)

2001 - Present (23 years)

Stephen A. Taylor, Esq

2019 - 2021 (2 years)

Stephen A. Taylor Wealth Management, LLC

2015 - 2019 (4 years)

Cambridge Investment Research, Inc

2015 - 2019 (4 years)

Cambridge Investment Research Advisors, Inc

2015 - 2019 (4 years)

Taylormade Investments, LLC

2015 - 2015 (< 1 year)

Stephen A. Taylor Wealth Management, LLC

2014 - 2015 (1 year)

Transamerica Financial Advisors, Inc

2013 - 2016 (3 years)

Bibbitec, LLC

Disclosures

Please visit the SEC profile of Stephen 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 Merited Wealth, LLC

Sean Pendray
Miami Beach, FL
Jesus Arteaga
Miami Beach, FL
Giancarlo Lamourtte
Miami Beach, FL
Stephen Taylor
Miami Beach, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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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.

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