Unclaimed Profile

Taylor Rae Mavrakos

MFP FINANCIAL SERVICES·SAFETY HARBOR, Florida

SIE, Series 7, Series 66Clean record10 years registeredMFP FINANCIAL SERVICES

335 NINTH AVE. S., SAFETY HARBOR, FL 34695CRD# 6532164Firm CRD# 331681

Profile Verification

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

Identity

Taylor Rae Mavrakos · SAFETY HARBOR, FL

Registration

CRD #6532164 · MFP FINANCIAL SERVICES · 10 years registered

Brand Profile

Not yet started

Career History

MFP FINANCIAL SERVICES, LLC

Aug 2024 – present

LPL FINANCIAL LLC

Feb 2016 – present

INDEPENDENT ADVISOR ALLIANCE, LLC

Oct 2018 – Aug 2024

Dunedin, FL

INDEPENDENT FINANCIAL PARTNERS

Apr 2016 – Nov 2018

Dunedin, FL

LORD, ABBETT & CO. LLC

Oct 2015 – Jan 2016

JERSEY CITY, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · October 16, 2015

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MFP FINANCIAL SERVICES, LLC

CRD 331681 · SEC 801-130821

AUM

$314M

Regulatory assets under management

Employees

1,314 client accounts

Services offered by MFP FINANCIAL SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MFP FINANCIAL SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Taylor Rae Mavrakos offer?

Taylor Rae Mavrakos specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAFETY HARBOR, Florida for a consultation.

What are Taylor Rae Mavrakos's credentials?

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

Where is Taylor Rae Mavrakos located?

Taylor Rae Mavrakos is based in SAFETY HARBOR, Florida, working with MFP FINANCIAL SERVICES. Their office serves clients in the SAFETY HARBOR metropolitan area and surrounding communities.

How does Taylor Rae Mavrakos charge for services?

Taylor Rae Mavrakos'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 MFP FINANCIAL SERVICES?

MFP FINANCIAL SERVICES has approximately 7 employees and manages $314M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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