Stephen
Taylor

New England Schooner, Inc

CRD#2562584
Investment Advisor
in Peabody, MA

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About this Advisor

Stephen Taylor is an advisor based in Peabody, Massachusetts. Currently a registered investment advisor at New England Schooner, Inc, they have accumulated an impressive 24 years of professional experience in the financial advisory industry. Taylor maintains Series 63 and Series 65 licenses, which certify them as both a securities agent and an investment advisor representative. Taylor is able to advise investors based out of Massachusetts. During their career, Taylor has held roles at Royal Alliance Associates, Inc and New England Schooner, Inc. New England Schooner, Inc is headquartered in Peabody, Massachusetts. None of the firm's clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in capital.

Certifications and Registrations

Series 63, Series 65

Years of Experience

24 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

Yes

Office Location

3 Centennial Drive
Peabody, MA 01960

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New England Schooner, Inc Brokerage Details

Total Assets Under Management

$93,085,112

MA Average: $16,012,751,954
Total Number of Employees

5

MA Average: 118
Total Number of Accounts

661

MA Average: 4,567
Average Account Size

$140,825

MA Average: $3,506,186

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Investment Advisory Services

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

Stephen Taylor Work History

Stephen has 24 years of experience.

1998 - Present (21 years)

New England Schooner, Inc

1994 - Present (25 years)

Royal Alliance Associates, Inc

Disclosures

Stephen Taylor has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at New England Schooner, Inc

Timothy Grogan
Peabody, MA
John Morgan
Peabody, MA
Kevin Norwood
Peabody, MA
Stephen Taylor
Peabody, MA

This content was compiled from the SEC and FINRA.

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