Unclaimed Profile

Montgomery Louis Taylor

MONTGOMERY TAYLOR & COMPANY, LLC·SANTA ROSA, California

Clean record23 years registeredMONTGOMERY TAYLOR & COMPANY, LLC

2880 CLEVELAND AVENUE, SUITE 2, SANTA ROSA, CA 95403CRD# 852067Firm CRD# 121987

Profile Verification

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

Identity

Montgomery Louis Taylor · SANTA ROSA, CA

Registration

CRD #852067 · MONTGOMERY TAYLOR & COMPANY, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MONTGOMERY TAYLOR & COMPANY, LLC

AVIOR WEALTH MANAGEMENT, LLC

Jul 2022 – Jul 2023

SANTA ROSA, CA

MONTGOMERY TAYLOR WEALTH MANAGEMENT

Sep 2002 – Jul 2022

SANTA ROSA, CA

Registrations & Exams

Registration record

First registered · September 5, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MONTGOMERY TAYLOR & COMPANY, LLC

CRD 121987 · SEC 801-121736

AUM

$121M

Regulatory assets under management

Employees

248 client accounts

Services offered by MONTGOMERY TAYLOR & COMPANY, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MONTGOMERY TAYLOR & COMPANY, LLC →

Introduction

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Frequently Asked Questions

What services does Montgomery Louis Taylor offer?

Montgomery Louis Taylor specializes in Financial Planning, Investment Management.

What are Montgomery Louis Taylor's credentials?

Montgomery Louis Taylor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Montgomery Louis Taylor located?

Montgomery Louis Taylor is based in SANTA ROSA, California, last registered with MONTGOMERY TAYLOR & COMPANY, LLC.

How does Montgomery Louis Taylor charge for services?

Montgomery Louis Taylor's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MONTGOMERY TAYLOR & COMPANY, LLC?

MONTGOMERY TAYLOR & COMPANY, LLC has approximately 21 employees and manages $121M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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