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Samuel Spottswood Taliaferro

PRIVATE ADVISORS LLC·RICHMOND, Virginia
PRIVATE ADVISORS LLC
RIVERFRONT PLAZA WEST, RICHMOND, VA 23219CRD# 5509855Firm CRD# 109247

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Samuel Spottswood Taliaferro · RICHMOND, VA
Registration
CRD #5509855 · PRIVATE ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Samuel Spottswood Taliaferro is a registered financial advisor based in RICHMOND, Virginia, affiliated with PRIVATE ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
PRIVATE ADVISORS LLC
PRIVATE ADVISORS LLC
AUM
$5.2B
Regulatory assets under management
Employees
69
Total firm employees
View all advisors at PRIVATE ADVISORS LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5509855
Firm CRD# 109247
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Samuel Spottswood Taliaferro offer?
Samuel Spottswood Taliaferro specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.
What are Samuel Spottswood Taliaferro's credentials?
Samuel Spottswood Taliaferro is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Samuel Spottswood Taliaferro located?
Samuel Spottswood Taliaferro is based in RICHMOND, Virginia, working with PRIVATE ADVISORS LLC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.
How does Samuel Spottswood Taliaferro charge for services?
Samuel Spottswood Taliaferro's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRIVATE ADVISORS LLC?
PRIVATE ADVISORS LLC has approximately 69 employees and manages $5.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PRIVATE ADVISORS LLC

Bart Alan Shirley
RICHMOND, VA
Carol Barbin Moelchert
RICHMOND, VA
James Joseph Shannon
RICHMOND, VA
Charles Marion Johnson
RICHMOND, VA
Devan Joseph Marshall
RICHMOND, VA
Drew Edward Lawton
RICHMOND, VA

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Research
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