Taylor
Shockey

Strategic International

CRD#5685254
Investment Advisor
in Chagrin Falls, OH

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About this Advisor

Taylor Shockey is a financial advisor based in Chagrin Falls, Ohio, working with Strategic International. Taylor has previously held positions at Financial America Securities, Progress With Chess, Oppenheimer & Co Inc, and Strategic International Limited. Taylor has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Taylor is part of Strategic International, which operates out of Chagrin Falls, Ohio. The firm has one employee and manages assets totaling $7.1 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 Strategic International includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

Chagrin Falls, OH

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Strategic International Brokerage Details

Total Assets Under Management

$7,126,219

Total Number of Employees

1

Total Number of Accounts

18

Average Account Size

$395,901

Investment Advisory Services

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

Taylor Shockey Work History

2017 - Present (8 years)

Strategic International Limited

2016 - 2017 (1 year)

Oppenheimer & Co Inc

2015 - 2016 (1 year)

Progress With Chess

2013 - 2016 (3 years)

Financial America Securities

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Disclosures

Please visit the SEC profile of Taylor Shockey 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 Strategic International

Taylor Shockey
Chagrin Falls, OH

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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