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Stephen Anthony Taylor

MERITED WEALTH, LLC·NORTH BAY VILLAGE, Florida
SIE, Series 7, Series 63, Series 66CFPClean record20 years registeredMERITED WEALTH, LLC
1666 79TH STREET CAUSEWAY, NORTH BAY VILLAGE, FL 33141CRD# 4448432Firm CRD# 299549

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Anthony Taylor · NORTH BAY VILLAGE, FL
Registration
CRD #4448432 · MERITED WEALTH, LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

MERITED WEALTH, LLC
May 2019 – present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Feb 2015 – Dec 2019
Biscayne Park, FL
TRANSAMERICA FINANCIAL ADVISORS, INC.
Mar 2014 – Mar 2015
MIAMI, FL
INTERSECURITIES, INC.
Feb 2006 – Dec 2008
PLANTATION, FL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 66
Registration record
First registered · February 10, 2006
Years registered · 20
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MERITED WEALTH, LLC
CRD 299549 · SEC 801-129613
AUM
$106M
Regulatory assets under management
Employees
4
337 client accounts
Services offered by MERITED WEALTH, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MERITED WEALTH, LLC →
Introduction

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05

Frequently Asked Questions

What services does Stephen Anthony Taylor offer?
Stephen Anthony Taylor specializes in Financial Planning, Investment Management. Contact their office in NORTH BAY VILLAGE, Florida for a consultation.
What are Stephen Anthony Taylor's credentials?
Stephen Anthony Taylor holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Stephen Anthony Taylor located?
Stephen Anthony Taylor is based in NORTH BAY VILLAGE, Florida, working with MERITED WEALTH, LLC. Their office serves clients in the NORTH BAY VILLAGE metropolitan area and surrounding communities.
How does Stephen Anthony Taylor charge for services?
Stephen Anthony 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 MERITED WEALTH, LLC?
MERITED WEALTH, LLC has approximately 4 employees and manages $106M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MERITED WEALTH, LLC

Giancarlo Lamourtte
NORTH BAY VILLAGE, FL

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