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Thomas T
Series 66
Los Angeles, CA
Mutual Advisors, LLC
Thomas Taylor is a financial advisor with Mutual Advisors, LLC in Los Angeles, CA, holding a Series 66 designation and 24 years of industry experience. His career includes long-term tenure at Morgan Stanley in various capacities from 2004 to present, as well as earlier roles at Credit Suisse Securities and Pershing LLC. Outside of advisory work, Taylor is an author researching a retrospective on a book he published with Harper Collins in 1999. Mutual Advisors, LLC serves a diverse client base that includes individual investors, trusts, retirement plan participants, and institutional investors. The firm manages portfolios using a combination of active and passive strategies with an emphasis on diversification and client-specific objectives, and it is notable for its scale of institutional management and specialized service offerings.
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