Thomas
Tayton

Ae Wealth Management, LLC

CRD#7179169
Investment Advisor
in Chicago, IL

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About this Advisor

Thomas Tayton is a financial advisor based in Chicago, Illinois, with a total of 10 years in the industry. Tayton is on the advisory team at Ae Wealth Management, LLC. Their career trajectory has included roles at Tgi Fridays, Ae Wealth Management, LLC, Scott Tucker Solutions, Inc, Accsys Projeccts Limited, Warwickshire College and North Park University. Tayton holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to advise clients in Illinois. Ae Wealth Management, LLC is a financial advisory business operating out of Chicago, Illinois. It has offices in 323 locations and a total of 475 advisors. It controls $9 billion in total assets between its 74,292 accounts, placing it among the largest firms in the nation by assets under management. The firm serves six charities and foundations. Of its 74,292 customer accounts, just 2% are held by high-net-worth clients who have greater than $1 million in assets. Ae Wealth Management, LLC provides a number 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, publication of newsletters and educational seminars. Fees for financial management largely are based on which services the firm provides the client. However, fee types charged by Ae Wealth Management, LLC may include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years of Experience

10 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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

8725 W Higgins Rd Suite #105
Chicago, IL 60631

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Ae Wealth Management, LLC Brokerage Details

Total Assets Under Management

$8,583,746,349

IL Average: $2,243,162,756
Total Number of Employees

475

IL Average: 44
Total Number of Accounts

74,292

IL Average: 4,091
Average Account Size

$115,541

IL Average: $548,316

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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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Thomas Tayton Work History

Thomas has 10 years of experience.

2019 - Present (2 years)

Ae Wealth Management, LLC

2019 - Present (2 years)

Scott Tucker Solutions, Inc

2018 - Present (3 years)

North Park University

2019 - 2019 (< 1 year)

Scott Tucker Solutions, Inc

2014 - 2018 (4 years)

Accsys Projeccts Limited

2012 - 2014 (2 years)

Tgi Fridays

2010 - 2012 (2 years)

Warwickshire College

Disclosures

Thomas Tayton has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ae Wealth Management, LLC

Nichole Boyd
Loveland, CO
Nathaniel Miller
Topeka, KS
Amanda Jager
Elgin, IL
Steven Rosborough
Melbourne Beach, FL
David Cunningham
Afton, VA
Dylan Warfield
Harrisburg, PA
Craig Gordinier
Topeka, KS
Bradley Barkate
Bakersfield, CA

This content was compiled from the SEC and FINRA.

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