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Garrett Patrick Taylor

GFS WEALTH MANAGEMENT ADVISORS, INC.·SHELTON, Connecticut
Unclaimed Profile
2 ENTERPRISE DRIVE, SHELTON, CT 06484CRD# 4747407Firm CRD# 285679
01

About

Garrett Patrick Taylor is a registered financial advisor based in SHELTON, Connecticut, affiliated with GFS WEALTH MANAGEMENT ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GFS WEALTH MANAGEMENT ADVISORS, INC.
GANIM PRIVATE WEALTH
AUM
$132M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at GFS WEALTH MANAGEMENT ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4747407
Firm CRD# 285679
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Garrett Patrick Taylor offer?
Garrett Patrick Taylor specializes in Financial Planning, Investment Management. Contact their office in SHELTON, Connecticut for a consultation.
What are Garrett Patrick Taylor's credentials?
Garrett Patrick Taylor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Garrett Patrick Taylor located?
Garrett Patrick Taylor is based in SHELTON, Connecticut, working with GFS WEALTH MANAGEMENT ADVISORS, INC.. Their office serves clients in the SHELTON metropolitan area and surrounding communities.
How does Garrett Patrick Taylor charge for services?
Garrett Patrick 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 GFS WEALTH MANAGEMENT ADVISORS, INC.?
GFS WEALTH MANAGEMENT ADVISORS, INC. has approximately 6 employees and manages $132M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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