Unclaimed Profile

Garrett Patrick Taylor

GFS WEALTH MANAGEMENT ADVISORS, INC.·SHELTON, Connecticut

SIE, Series 7, Series 24, Series 66Clean record22 years registeredGFS WEALTH MANAGEMENT ADVISORS, INC.

2 ENTERPRISE DRIVE, SHELTON, CT 06484CRD# 4747407Firm CRD# 285679

Profile Verification

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

Identity

Garrett Patrick Taylor · SHELTON, CT

Registration

CRD #4747407 · GFS WEALTH MANAGEMENT ADVISORS, INC. · 22 years registered

Brand Profile

Not yet started

Career History

KESTRA ADVISORY SERVICES, LLC

Apr 2016 – present

NFP ADVISOR SERVICES, LLC

Aug 2014 – Sep 2016

Fort Lauderdale, FL

AMERIPRISE FINANCIAL SERVICES, INC.

Jun 2004 – Sep 2012

MELVILLE, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · June 18, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GFS WEALTH MANAGEMENT ADVISORS, INC.

CRD 285679 · SEC 801-120943

AUM

$132M

Regulatory assets under management

Employees

56 client accounts

Services offered by GFS WEALTH MANAGEMENT ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GFS WEALTH MANAGEMENT ADVISORS, INC. →

Introduction

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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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