Hugh
Taylor
Mariner Wealth Advisors
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About this Advisor
Hugh Taylor is a financial advisor working in Cambridge, Massachusetts with a total of 1 year of relevant experience. Taylor is currently employed by Mariner Wealth Advisors. Throughout their career, Taylor has worked at Taylor Investment Counselors LLC, Taylor Wealth Management Partners and Mariner Wealth Advisors. Taylor holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Massachusetts, Rhode Island and Texas. Mariner Wealth Advisors is an advisory company based in Leawood, KS. It has offices in 68 locations and a total of 1,465 people on staff. It handles $66 billion in assets between its 112,465 accounts, placing it among the biggest firms in the country by assets under management. The firm serves 128 charitable organizations. Of its 112,465 accounts, 34% belong to high-net-worth individuals who have more than $1 million in investable assets. Mariner Wealth Advisors has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Financial advisory fees depend on the type of financial services. Fee types billed by Mariner Wealth Advisors may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mariner Wealth Advisors Brokerage Details
$65,874,566,238
1,465
112,465
$585,734
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Hugh Taylor Work History
Hugh has been registered as a financial advisor for 1 years.*
Mariner Wealth Advisors
Taylor Wealth Management Partners
Taylor Investment Counselors 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 Hugh 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 Mariner Wealth Advisors
Leawood, KS
New York, NY
Leawood, KS
Irvine, CA
Littleton, CO
Tulsa, OK
Leawood, KS
Danville, CA
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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