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Louise Mary Taylor

STONEBRIDGE INVESTMENT COUNSEL, INC.·BRENTWOOD, Tennessee
Clean recordSTONEBRIDGE INVESTMENT COUNSEL, INC.
215 WARD CIRCLE, BRENTWOOD, TN 37027CRD# 4357692Firm CRD# 122477

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Louise Mary Taylor · BRENTWOOD, TN
Registration
CRD #4357692 · STONEBRIDGE INVESTMENT COUNSEL, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Louise Mary Taylor is a registered financial advisor based in BRENTWOOD, Tennessee, affiliated with STONEBRIDGE INVESTMENT COUNSEL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
STONEBRIDGE INVESTMENT COUNSEL, LLC
STONEBRIDGE WEALTH MANAGEMENT
AUM
$155M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at STONEBRIDGE INVESTMENT COUNSEL, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4357692
Firm CRD# 122477
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Louise Mary Taylor offer?
Louise Mary Taylor specializes in Financial Planning, Investment Management. Contact their office in BRENTWOOD, Tennessee for a consultation.
What are Louise Mary Taylor's credentials?
Louise Mary Taylor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Louise Mary Taylor located?
Louise Mary Taylor is based in BRENTWOOD, Tennessee, working with STONEBRIDGE INVESTMENT COUNSEL, INC.. Their office serves clients in the BRENTWOOD metropolitan area and surrounding communities.
How does Louise Mary Taylor charge for services?
Louise Mary 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 STONEBRIDGE INVESTMENT COUNSEL, INC.?
STONEBRIDGE INVESTMENT COUNSEL, INC. has approximately 5 employees and manages $155M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STONEBRIDGE INVESTMENT COUNSEL, INC.

Mitchell Stanley Martin
NASHVILLE, TN
Tyler Owen Martin
NASHVILLE, TN

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