Taylor
Van Putten
Arete Wealth Advisors, LLC
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About this Advisor
Taylor Van Putten is a financial advisor operating out of New York, New York who has 1 year of industry experience. Van Putten is an advisor for Arete Wealth Advisors, LLC. Their career trajectory has included roles at E*Trade Securities LLC, Netflixcs, Suncrest Solar, Silhouette America, American Student Loan Center, Bond New York Properties, City University Of New York, Kingsborough Community College, E*Trade Capital Management LLC, Arete Wealth Management, LLC and Masterworks, Io. Van Putten maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to operate in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District Of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin and Wyoming. Arete Wealth Advisors, LLC is an advisory firm headquartered in Chicago, IL. It has offices in 26 locations and a total of 151 employees. It oversees $2 billion in assets under management among its 5,102 client accounts, making it one of the largest financial advisory firms in the country by assets under management. Of its 5,102 accounts, 72% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and other services. Fees for financial management typically are based on which services the firm provides the client. However, fees billed by Arete Wealth Advisors, LLC may include any combination of asset-based, hourly, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Arete Wealth Advisors, LLC Brokerage Details
$2,116,498,344
151
5,102
$414,837
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Taylor Van Putten Work History
Taylor has been registered as a financial advisor for 1 years.*
Arete Wealth Management, LLC
Masterworks, Io
E*Trade Securities LLC
E*Trade Capital Management LLC
E*Trade Securities LLC
E*Trade Capital Management LLC
E*Trade Securities LLC
E*Trade Capital Management LLC
E*Trade Securities LLC
E*Trade Capital Management LLC
E*Trade Securities LLC
E*Trade Securities LLC
Netflixcs
Suncrest Solar
Silhouette America
American Student Loan Center
City University Of New York, Kingsborough Community College
Bond New York Properties
*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 Taylor Van Putten 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 Arete Wealth Advisors, LLC
Colleyville, TX
Nashville, TN
New York, NY
Park Ridge, IL
Chicago, IL
New York, NY
New York, NY
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. 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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