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Eric Wesley Taylor

WILMINGTON TRUST INVESTMENT MANAGEMENT LLC·WILMINGTON, Delaware
SIE, Series 7, Series 66Clean record18 years registeredWILMINGTON TRUST INVESTMENT MANAGEMENT LLC
WILMINGTON TRUST CENTER, WILMINGTON, DE 19890-0001CRD# 5410710Firm CRD# 19396

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Eric Wesley Taylor · WILMINGTON, DE
Registration
CRD #5410710 · WILMINGTON TRUST INVESTMENT MANAGEMENT LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: WILMINGTON TRUST INVESTMENT MANAGEMENT LLC
WILMINGTON TRUST INVESTMENT ADVISORS, INC.
Feb 2011 – Sep 2023
BINGHAMTON, NY
M&T SECURITIES, INC.
Aug 2009 – Jun 2021
BINGHAMTON, NY
INVEST FINANCIAL CORPORATION
May 2008 – Feb 2009
ITHACA, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · May 27, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WILMINGTON TRUST INVESTMENT MANAGEMENT LLC
CRD 19396 · SEC 801-41081
AUM
$189M
Regulatory assets under management
Employees
12
76 client accounts
Services offered by WILMINGTON TRUST INVESTMENT MANAGEMENT LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at WILMINGTON TRUST INVESTMENT MANAGEMENT LLC →
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05

Frequently Asked Questions

What services does Eric Wesley Taylor offer?
Eric Wesley Taylor specializes in Investment Management.
What are Eric Wesley Taylor's credentials?
Eric Wesley Taylor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric Wesley Taylor located?
Eric Wesley Taylor is based in WILMINGTON, Delaware, last registered with WILMINGTON TRUST INVESTMENT MANAGEMENT LLC.
How does Eric Wesley Taylor charge for services?
Eric Wesley Taylor'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 WILMINGTON TRUST INVESTMENT MANAGEMENT LLC?
WILMINGTON TRUST INVESTMENT MANAGEMENT LLC has approximately 12 employees and manages $189M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WILMINGTON TRUST INVESTMENT MANAGEMENT LLC

Richard Adam Shatzkin
WILMINGTON, DE
CFP
Daniel Mark Schultz
ATLANTA, GA
CFA
Shubhro Banerjee
WILMINGTON, DE
CFA

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