Stephen
Taylor
Merited Wealth, LLC
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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
Services Offered
Fee Structure
Office Location
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Merited Wealth, LLC Brokerage Details
$105,711,182
3
337
$313,683
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Stephen Taylor Work History
Merited Wealth, LLC (Fka Stephen A. Taylor Wealth Management)
Stephen A. Taylor, Esq
Stephen A. Taylor Wealth Management, LLC
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Taylormade Investments, LLC
Stephen A. Taylor Wealth Management, LLC
Transamerica Financial Advisors, Inc
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
Miami Beach, FL
Miami Beach, FL
Miami Beach, FL
Miami Beach, FL
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