Unclaimed Profile

Richard Keith Taylor

SAVANT CAPITAL, LLC·ROCKFORD, Illinois

Series 7, Series 65Clean record10 years registeredSAVANT CAPITAL, LLC

190 BUCKLEY DRIVE, ROCKFORD, IL 61107CRD# 4992112Firm CRD# 107271

Profile Verification

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

Identity

Richard Keith Taylor · ROCKFORD, IL

Registration

CRD #4992112 · SAVANT CAPITAL, LLC · 10 years registered

Brand Profile

Not yet started

Career History

CYNOSURE GROUP, LLC

Jan 2023 – present

CYNOSURE ADVISORS

Aug 2016 – Jan 2019

SALT LAKE CITY, UT

CYNOSURE MANAGEMENT, LLC

Jun 2016 – Dec 2022

SALT LAKE CITY, UT

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Registration record

First registered · June 30, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SAVANT CAPITAL, LLC

CRD 107271 · SEC 801-43144

AUM

$28.6B

Regulatory assets under management

Employees

543

16,049 client accounts

Services offered by SAVANT CAPITAL, 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 SAVANT CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Richard Keith Taylor offer?

Richard Keith Taylor specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROCKFORD, Illinois for a consultation.

What are Richard Keith Taylor's credentials?

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

Where is Richard Keith Taylor located?

Richard Keith Taylor is based in ROCKFORD, Illinois, working with SAVANT CAPITAL, LLC. Their office serves clients in the ROCKFORD metropolitan area and surrounding communities.

How does Richard Keith Taylor charge for services?

Richard Keith 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 SAVANT CAPITAL, LLC?

SAVANT CAPITAL, LLC has approximately 543 employees and manages $28.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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