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William Lyons Zelenik

TAYLOR SECURITIES, INC.·BRENTWOOD, Tennessee
SIE, Series 2, Series 99TOClean recordTAYLOR SECURITIES, INC.
100 WINNERS CIRCLE, BRENTWOOD, TN 37027CRD# 1154239Firm CRD# 17575

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Lyons Zelenik · BRENTWOOD, TN
Registration
CRD #1154239 · TAYLOR SECURITIES, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 2
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
TAYLOR SECURITIES, INC.
CRD 17575 · SEC 801-44465
AUM
$261M
Regulatory assets under management
Employees
7
344 client accounts
Services offered by TAYLOR SECURITIES, INC.
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at TAYLOR SECURITIES, INC. →
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04

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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Other Advisors at TAYLOR SECURITIES, INC.

David Alan Lankford
BRENTWOOD, TN
George Wood Moody
BRENTWOOD, TN
Jay Lawrence Jr Hollis
BRENTWOOD, TN
William Graham Iii Taylor
BRENTWOOD, TN
Barbara Gail Daugherty
BRENTWOOD, TN
Martha Stubblefield Mason
BRENTWOOD, TN

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