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William Lyons Zelenik

TAYLOR SECURITIES, INC.·BRENTWOOD, Tennessee
Unclaimed Profile
100 WINNERS CIRCLE, BRENTWOOD, TN 37027CRD# 1154239Firm CRD# 17575
01

About

William Lyons Zelenik is a registered financial advisor based in BRENTWOOD, Tennessee, affiliated with TAYLOR SECURITIES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
TAYLOR SECURITIES, INC.
TAYLOR SECURITIES, INC.
AUM
$261M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at TAYLOR SECURITIES, INC. →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1154239
Firm CRD# 17575
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Lyons Zelenik offer?
William Lyons Zelenik specializes in Investment Management, Fee-Only Advisory. Contact their office in BRENTWOOD, Tennessee for a consultation.
What are William Lyons Zelenik's credentials?
William Lyons Zelenik is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Lyons Zelenik located?
William Lyons Zelenik is based in BRENTWOOD, Tennessee, working with TAYLOR SECURITIES, INC.. Their office serves clients in the BRENTWOOD metropolitan area and surrounding communities.
How does William Lyons Zelenik charge for services?
William Lyons Zelenik's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TAYLOR SECURITIES, INC.?
TAYLOR SECURITIES, INC. has approximately 7 employees and manages $261M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Tennessee
NASHVILLE (391)MEMPHIS (374)CHATTANOOGA (164)KNOXVILLE (157)FRANKLIN (76)
City Guides
NASHVILLE GuideMEMPHIS GuideCHATTANOOGA GuideKNOXVILLE GuideFRANKLIN Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
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