TAYLOR SECURITIES SERVICES, INC.
Firm details
- Headquarters
- HARRISBURG, Pennsylvania
- CRD number
- 304070
- Registered since
- June 2, 2022
- Website
- taylorretirementservices.com
- Custodians
- 1945 NORTHWESTERN DRIVE
- Fee structure
- Percentage of AUM
- Client types
- Individuals55.23%
- HNWI34.26%
- Corporations / Businesses10.51%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Taylor Securities Services, Inc. is a fee-based advisory corporation registered with the SEC in 2022 and owned by an individual. The firm provides portfolio management for individuals and small businesses and serves both individual & family and institutional clients. Its compensation model is a percentage of assets under management, and its filings characterize the adviser as unclassified rather than aligned with a larger custodian or wirehouse platform. Taylor Securities Services is not an active ESG investor, does not operate as a multi-state adviser, and does not list pension consulting or related-adviser activities. The firm also shows an industry connection with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds71%
- Exchange Traded Equities28%
- Derivatives1%
- Other1%
Contacts
3 of 5MATTHEW TAYLOR
President and Certified Financial PlannerCRD 2480217
STACY FLEMING
Director, Compliance ServicesCRD 5782272
ADAM KORHUT
Financial AdvisorCRD 5810642
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 23Active vs passive
$159M in ETFs
26%
$41.6M
73%
$117M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SWAN HEDGED EQUITY US LARGE CAP ETF (HEGD) | Active | Options Trading | $53.3M | 2,156,924 | 33.57% |
Location
HARRISBURG, PA
DAUPHIN
Location
HARRISBURG, PA
Headquartered in HARRISBURG, PA, anchoring the Harrisburg-York-Lebanon, PA metro in the Northeast.
- Metro area
- Harrisburg-York-Lebanon, PA
- Region
- Northeast
- County
- DAUPHIN
- Address
- 3113 N Front St
- Time zone
- ET (UTC-5)
- Office locations
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