Unclaimed Profile

Sara M Taylor

MCCUTCHEN GROUP LLC·SEATTLE, Washington

Clean recordMCCUTCHEN GROUP LLC

925 FOURTH AVENUE, SUITE 2288, SEATTLE, WA 98104CRD# 2981601Firm CRD# 143309

Profile Verification

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

Identity

Sara M Taylor · SEATTLE, WA

Registration

CRD #2981601 · MCCUTCHEN GROUP LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Sara M Taylor is a registered financial advisor based in SEATTLE, Washington, affiliated with MCCUTCHEN GROUP LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

MCCUTCHEN GROUP LLC

AUM

$3.9B

Regulatory assets under management

Employees

Total firm employees

View all advisors at MCCUTCHEN GROUP LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2981601

Firm CRD# 143309

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Frequently Asked Questions

What services does Sara M Taylor offer?

Sara M Taylor specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SEATTLE, Washington for a consultation.

What are Sara M Taylor's credentials?

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

Where is Sara M Taylor located?

Sara M Taylor is based in SEATTLE, Washington, working with MCCUTCHEN GROUP LLC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.

How does Sara M Taylor charge for services?

Sara M 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 MCCUTCHEN GROUP LLC?

MCCUTCHEN GROUP LLC has approximately 21 employees and manages $3.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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