Unclaimed Profile

Edmund Robert Taylor

TAYLOR, COTTRILL LLC·NEW LONDON, New Hampshire

Series 1, Series 65Clean record19 years registeredTAYLOR, COTTRILL LLC

224 MAIN STREET, NEW LONDON, NH 03257CRD# 57043Firm CRD# 144740

Profile Verification

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

Identity

Edmund Robert Taylor · NEW LONDON, NH

Registration

CRD #57043 · TAYLOR, COTTRILL LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TAYLOR, COTTRILL LLC

MARINER WEALTH ADVISORS

Mar 2022 – Jan 2024

New London, NH

TAYLOR, COTTRILL, ERICKSON AND ASSOCIATES, INC.

Jan 2016 – Jan 2022

New London, NH

TAYLOR, COTTRILL LLC

Aug 2007 – Dec 2015

NEW LONDON, NH

Registrations & Exams

FINRA examinations passed

Series 1

Series 65

Registration record

First registered · August 8, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TAYLOR, COTTRILL LLC

CRD 144740 · SEC 801-68203

AUM

$283M

Regulatory assets under management

Employees

432 client accounts

Services offered by TAYLOR, COTTRILL LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at TAYLOR, COTTRILL LLC →

Introduction

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Frequently Asked Questions

What services does Edmund Robert Taylor offer?

Edmund Robert Taylor specializes in Investment Management, Wealth Management.

What are Edmund Robert Taylor's credentials?

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

Where is Edmund Robert Taylor located?

Edmund Robert Taylor is based in NEW LONDON, New Hampshire, last registered with TAYLOR, COTTRILL LLC.

How does Edmund Robert Taylor charge for services?

Edmund Robert Taylor's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TAYLOR, COTTRILL LLC?

TAYLOR, COTTRILL LLC has approximately 6 employees and manages $283M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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