Unclaimed Profile

Gerard Joseph Frigon

TAYLOR FRIGON CAPITAL MANAGEMENT LLC·SCOTTSDALE, Arizona

Series 7, Series 63, Series 65Clean record30 years registeredTAYLOR FRIGON CAPITAL MANAGEMENT LLC

18835 N. THOMPSON PEAK PKWY, SCOTTSDALE, AZ 85255CRD# 1624124Firm CRD# 142617

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gerard Joseph Frigon · SCOTTSDALE, AZ

Registration

CRD #1624124 · TAYLOR FRIGON CAPITAL MANAGEMENT LLC · 30 years registered

Brand Profile

Not yet started

Career History

TAYLOR FRIGON FAMILY OFFICE, LLC

Jan 2023 – present

TAYLOR FRIGON CAPITAL MANAGEMENT LLC

Feb 2007 – present

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Jun 1996 – Feb 2007

SAN MATEO, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · June 25, 1996

Years registered · 30

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TAYLOR FRIGON CAPITAL MANAGEMENT LLC

CRD 142617 · SEC 801-67498

AUM

$301M

Regulatory assets under management

Employees

540 client accounts

Services offered by TAYLOR FRIGON CAPITAL MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at TAYLOR FRIGON CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Gerard Joseph Frigon offer?

Gerard Joseph Frigon specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are Gerard Joseph Frigon's credentials?

Gerard Joseph Frigon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gerard Joseph Frigon located?

Gerard Joseph Frigon is based in SCOTTSDALE, Arizona, working with TAYLOR FRIGON CAPITAL MANAGEMENT LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does Gerard Joseph Frigon charge for services?

Gerard Joseph Frigon's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TAYLOR FRIGON CAPITAL MANAGEMENT LLC?

TAYLOR FRIGON CAPITAL MANAGEMENT LLC has approximately 11 employees and manages $301M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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