Joshua
Taylor

Masterworks Advisers, LLC

CRD#6310620
Investment Advisor
in New York, NY

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About this Advisor

Joshua Taylor is a financial advisor based in New York, New York, working with Masterworks Advisers, LLC. Joshua has previously held positions at Merrill Lynch, Oscar Gurss & Son Inc, Miller Zeiderman And Weiderkher, Axa Advisors, LLC, Arete Wealth Management, Arete Wealth Advisors, Wheaton Trading, and Masterworks Advisers, LLC. Joshua has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New York and Texas. Currently, Joshua is part of Masterworks Advisers, LLC, which operates out of New York, New York. The firm has 40 employees and manages assets totaling $37.2 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, as well as portfolio management for pooled investment vehicles. The fee structure at Masterworks Advisers, LLC includes fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles

Fee Structure

Fixed Fees

Office Location

225 Liberty Street 29Th Floor
New York, NY 10281

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Masterworks Advisers, LLC Brokerage Details

Total Assets Under Management

$37,198,850

NY Average: $7,464,549,021
Total Number of Employees

40

NY Average: 88
Total Number of Accounts

438

NY Average: 3,892
Average Account Size

$84,929

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles

Joshua Taylor Work History

2023 - Present (1 year)

Masterworks Advisers, LLC

2022 - 2023 (1 year)

Arete Wealth Management

2022 - 2023 (1 year)

Arete Wealth Advisors

2017 - 2017 (< 1 year)

Axa Advisors, LLC

2017 - 2022 (5 years)

Wheaton Trading

2016 - 2017 (1 year)

Miller Zeiderman And Weiderkher

2015 - 2015 (< 1 year)

Oscar Gurss & Son Inc

2014 - 2014 (< 1 year)

Merrill Lynch

Disclosures

Please visit the SEC profile of Joshua 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 Masterworks Advisers, LLC

Joshua Taylor
New York, NY
Candy Light
New York, NY
Ivan Lau
New York, NY
Alec Mckenna
New York, NY
Chad Minick
New York, NY
Daniel Delaney
New York, NY
Lal Cakmur
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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