Robert
Taylor

Wealthplan Partners

CRD#2596525
Investment Advisor
in New York, NY
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About this Advisor

Robert Taylor is a certified financial planner who lives in New York, New York. Currently an advisor at Wealthplan Partners, they have accrued a notable 25 years of professional experience as a financial advisor. Taylor maintains Series 63 and Series 66 licenses, certifying them as a securities agent. Taylor is registered to work with investors based out of Nebraska. Their career trajectory has included roles at Fidelity Brokerage Services, Inc, Securities America, Inc and Wealthplan Partners. Wealthplan Partners is based out of New York, New York, and has 15 offices in the country. In aggregate, Wealthplan Partners oversees $988 million in assets dispersed across 2,583 client accounts and retains more than 45 people. The amount of assets the firm manages places it among the larger financial advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 13% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Wealthplan Partners offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

25 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

300 Park Ave.
New York, NY 10022

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Wealthplan Partners Brokerage Details

Total Assets Under Management

$1,665,378,328

NY Average: $1,978,216,465
Total Number of Employees

70

NY Average: 226
Total Number of Accounts

7,340

NY Average: 7,467
Average Account Size

$226,891

NY Average: $264,928

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Robert Taylor Work History

Robert has 25 years of experience.

2018 - Present (1 years)

Securities America, Inc

2018 - Present (1 years)

Wealthplan Partners

1993 - 2018 (25 years)

Fidelity Brokerage Services, Inc

Disclosures

Robert Taylor has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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