Brendan
Taylor
Shield Wealth Advisors
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About this Advisor
Brendan Taylor is a financial advisor who works out of Buffalo, New York with 1 year of relevant experience. Taylor is an advisor for Shield Wealth Advisors. Their career trajectory has included roles at Lotteryrewards, John W. Haberstro D/B/A Shield Wealth Management, Shield Wealth Advisors, LLC, Catholic High School For Boys and University Of Oklahoma. Taylor maintains a Series 65 license, designating them as an investment advisor representative, and can work in New York. Shield Wealth Advisors is a registered investment company headquartered in Buffalo, NY. It has $46 million in assets under management between its 227 client accounts, making it one of the smaller investment advisory firms in the United States by assets under management. Of its 227 accounts, just 10% are held by high-net-worth investors who have more than $1 million in investable assets. The advisory firm has a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fee schedules are based on which service is provided. Fees billed by Shield Wealth Advisors likely consist of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Shield Wealth Advisors Brokerage Details
$45,688,569
3
227
$201,271
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Brendan Taylor Work History
Brendan has been registered as a financial advisor for 1 years.*
Shield Wealth Advisors, LLC
John W. Haberstro D/B/A Shield Wealth Management
Lotteryrewards
University Of Oklahoma
Catholic High School For Boys
*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 Brendan 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 Shield Wealth Advisors
Buffalo, NY
Buffalo, NY
Buffalo, NY
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