Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFA®
Experience Industry experience
< 1 year
Location
Remote
Raymond James (USA) Ltd.
Multi-team
Total advisors
123Clients per advisor
39 LowAvg AUM per client
$398,183 LowHNW client ratio
7% LowSteven Taylor is a CFA® charterholder affiliated with Raymond James (USA) Ltd., with experience in the financial industry since 2014. Prior to his current role, he held positions at Raymond James Ltd., National Bank Financial Inc., Jones Lang LaSalle, TD National Real Estate Group, TD Asset Management, and Fidelity Investments Canada. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer that provides fee-based portfolio management through its Ambassador wrap-fee program and related advisory services to a range of clients, including individuals, high net worth clients, trusts, and institutional investors. The firm emphasizes asset allocation, diversification, and long-term investing, offering both discretionary and non-discretionary management within a subsidiary of a larger Raymond James group.
Based on Raymond James (USA) Ltd.
Based on Raymond James (USA) Ltd.
$0 - $500,000: 2.25% $500,001 - $1,000,000: 1.75% $1,000,001 - $3,000,000: 1.50% $3,000,001 - $5,000,000: 1.25% $5,000,001+: 1.00%
Clients may pay commissions for securities-related products; investment adviser representatives may receive commissions for sales.
Account minimum: $50,000
California
< 1 year of industry experience
Raymond James (USA) Ltd.
2026 - Present • 1 year
Cobourg
Raymond James Ltd
2022 - Present • 4 years
Cobourg
National Bank Financial Inc. / Financière Banque Nationale Inc.
2021 - 2022 • 1 year
Montreal, Quebec
Unemployed
2021 - 2021 • 1 year
Toronto, Ontario
Jones Lang LaSalle
2019 - 2020 • 1 year
Toronto
TD National Real Estate Group - Commercial Banking
2019 - 2019 • 1 year
Markham, Ontario
TD Asset Management
2017 - 2019 • 2 years
Toronto, Ontario
Fidelity Investments Canada
2014 - 2017 • 3 years
Toronto, Ontario
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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