Eric
Taylor
Wilmington Trust Investment Advisors, Inc
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About this Advisor
Eric Taylor is a financial advisor based out of Binghamton, New York. Taylor is an employee of Wilmington Trust Investment Advisors, Inc. Throughout their career, they have worked at M&T Bank and M&T Securities. Taylor maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Maryland. Wilmington Trust Investment Advisors, Inc is a financial advisory company operating out of Wilmington, DE. The investment advisory business has offices in 16 locations and a total of 127 people on staff. It has $17 billion in total assets across its 3,376 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 46 charities and foundations. Of its 3,376 customer accounts, just 4% are held by high-net-worth clients who have at least $1 million in investable assets. Wilmington Trust Investment Advisors, Inc performs a diverse range of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and other services. Fees for financial advisory services depend on which services are provided. Fee types billed by Wilmington Trust Investment Advisors, Inc likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wilmington Trust Investment Advisors, Inc Brokerage Details
$16,488,434,237
127
3,376
$4,884,015
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Eric Taylor Work History
Eric has been registered as a financial advisor for 0 years.*
M&T Bank
M&T Securities
*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 Eric 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 Wilmington Trust Investment Advisors, Inc
Wilmington, DE
Wilmington, DE
Wilmington, DE
Boston, MA
Wilmington, DE
Wilmington, DE
Binghamton, NY
Wilmington, DE
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