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Tayla Vardo

Advisor at Sowell Management — Dartmouth, MA

Updated today

Credentials

Series 65

Experience

< 1 year

Location

North Dartmouth, MA 02747

Sowell Management logo

Sowell Management

Multi-team

Total advisors

102

Across 61 offices

Clients per advisor

62 Typical

Avg AUM per client

$681,786 Typical

HNW client ratio

6% Low

About

Tayla Vardo is a financial advisor at Sowell Management with a Series 65 credential and four years of industry experience. She previously worked at Southcoast Financial Group and USA Wealth Group, among other organizations in both financial and health services sectors. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers model portfolios, third-party manager selection, unified managed account solutions, and held-away account management.

Client services

Based on Sowell Management

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Sowell Management

Wealth management Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning

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Fee options

Fixed

Fixed fees for financial planning up to $10,000.

Percentage

Up to 2.5% per annum, varies depending on portfolio size, composition, services, and IAR discretion

Commissions

Insurance commissions may be earned by supervised persons and can exceed advisory fees; also commissions from broker-dealer activities for certain IARs.

Project-based

Hourly financial planning and consulting fees from $150 to $500 per hour.

Subscriptions

Subscription Self-Directed Financial Planning Tools and Assistance charged between $50 to $200 per month, negotiable.

Other

Account minimum: $50,000 Minimum fee: Minimum quarterly fee of $25 per household, which may cause effective fee rates to be higher for smaller accounts. Fee-only: Financial planning and consulting fees up to $10,000 fixed, and hourly fees from $150 to $500 depending on scope and professional.

Location

See office

Dartmouth, MA

84 Faunce Corner Rd

Dartmouth MA 02747

Advisors at this office

3

Most active in

Massachusetts

Work history

< 1 year of industry experience

Sowell Management

2026 - Present • 1 year

Dartmouth, MA

Southcoast Financial Group

2022 - Present • 4 years

Dartmouth, MA

USA Wealth Group

2021 - 2022 • 1 year

Dartmouth, MA

Oasis Behavioral Health

2020 - 2021 • 1 year

Norwood, MA

SMG Hawthorn Medical Associates

2018 - 2020 • 2 years

Dartmouth, MA

Justice Resource Institute

2017 - 2019 • 2 years

Taunton, MA

Unemployed

2016 - 2017 • 1 year

Dartmouth, MA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Earle J

Series 65

Westport, MA

Boselah Investments

Earle Johnson is a financial advisor at Boselah Investments with 11 years of industry experience. He holds a Series 65 designation and has led Boselah Investments since 2014. His background includes public accounting and commercial banking. Boselah Investments provides discretionary investment management and tailored portfolio services for individuals, high-net-worth investors, businesses, and trusts. The firm employs a range of instruments and strategies, including fundamental, technical, and cyclical analysis, and conducts active trading primarily through Interactive Brokers’ platform.

Active portfolio management Options & derivatives strategies Concentrated stock management
user avatar

Steven A

CFP®

Swansea, MA

GrowthFocus Wealth Management LLC

Steven Antunes is a CFP® professional with six years of experience in financial advisory roles. He is the sole advisor at GrowthFocus Wealth Management LLC in Swansea, MA, where he has worked since 2020. His prior experience includes positions at CITIZENS Bank and SK Wealth Management, LLC. GrowthFocus Wealth Management is an independent, single-advisor registered investment adviser serving individual and high-net-worth clients. The firm employs a long-term, fundamental analysis approach using primarily low-cost, diversified mutual funds and ETFs, with portfolios customized to client goals and risk tolerance.

General retirement planning Income planning General tax planning Wealth management
user avatar

Roger S

Series 65

Fall River, MA

Northeast Capital Management, Inc.

Roger Saint Pierre is a Series 65-licensed financial advisor with 30 years of industry experience. He has been with Northeast Capital Management, Inc. since 1999 and also has a long-standing association with Rhs Associates dating back to 1973. Northeast Capital Management provides discretionary investment management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm employs both fundamental and technical analysis and implements client-specific portfolios using a range of strategies tailored to each client’s objectives.

Active portfolio management
user avatar

Mark N

Series 63, Series 65

Fall River, MA

Southcoast Advisory Group, Inc.

Mark Nassiff Jr. is the sole advisor at Southcoast Advisory Group, Inc. in Fall River, MA, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has managed Southcoast Advisory Group since 2012 and has operated Nassiff Financial since 2007. Outside of advisory services, he is also involved in real estate sales and insurance. Southcoast Advisory Group provides investment supervisory services to individual clients, creating customized Investment Policy Statements and recommending diversified portfolios. The firm employs fundamental analysis and both long- and short-term trading strategies, while allowing clients to direct brokerage and retaining no discretionary trading authority.

Real estate investing
user avatar

Andrew M

Series 63, Series 66

Wareham, MA

First Due Financial LLC

Andrew Mc Alarney is a financial advisor with First Due Financial LLC in Wareham, MA. He holds Series 63 and Series 66 licenses and has six years of industry experience. Outside of his advisory role, he serves as an on-call firefighter and paramedic and manages a vacation rental business through Yellow Rose Realty, LLC. First Due Financial LLC provides discretionary and non-discretionary asset management and financial planning services primarily to individual and high-net-worth clients. The firm employs a range of investment strategies tailored to clients’ goals and risk tolerance and maintains a small client roster focused on higher-touch relationships.

Equity compensation tax strategy Options & derivatives strategies Retirement income strategy Tax-loss harvesting Debt management
user avatar

Michael P

Series 63, Series 65

Marion, MA

Pierre & Company LLC

Michael Pierre is the sole advisor at Pierre & Company LLC, an independent firm based in Marion, Massachusetts. He holds Series 63 and Series 65 licenses and has 10 years of industry experience, including seven years at Anchor Capital Advisors LLC prior to founding his current firm. Pierre & Company LLC provides separately managed portfolio services primarily to individual clients, with a subset of institutional accounts. The firm employs a long-only, low-turnover investment approach that combines broad index exposure with fundamental stock selection across all market capitalizations, and it also offers treasury-management advisory services.

Private / alternative investments Passive / index investing Active portfolio management
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