Taylor Securities Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$225,978,154
Clients
765
Advisors
4
of 11 employees
About
Taylor Securities Services, Inc. provides investment management to individuals and high‑net‑worth clients through its Wrap Fee Program, acting as the program sponsor and, in most cases, the portfolio manager. Services include discretionary portfolio construction, ongoing monitoring, implementation of investment decisions, and the option to allocate all or portions of client accounts to independent third‑party managers.
The firm typically builds portfolios using mutual funds and ETFs and may include hedged‑equity or alternative‑style funds; the brochure also discloses the use of derivatives strategies in separately managed accounts. Accounts are monitored and rebalanced as needed, and TSSI has delegated proxy‑voting administration to Broadridge Financial Solutions while retaining supervisory oversight.
Distinctive features noted in the brochure include TSSI’s dual role as wrap program sponsor and portfolio manager, which the firm states it manages through documented due diligence and supervisory review. The firm also discloses an affiliated insurance agency, Taylor Retirement Services, Inc., and a relationship with Advisors Excel that can result in commission‑based compensation and non‑cash benefits, creating additional conflicts the firm describes and addresses in its disclosures.
Client services
Expertise
Fee options
$25,000+: 1.50%
Account minimum: $25,000
Main office
3113 North Front Street
Harrisburg PA 17110
Advisors at this office
4
Most active in
Florida · Kentucky · Maryland · New Jersey · New York · Oklahoma · Pennsylvania · Texas · Virginia · Washington
Also doing business as
Taylor Securities Services, Inc. · Taylor Securities, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Shawn M
Series 65, Series 66
Harrisburg, PA
Taylor Securities Services, Inc.
Shawn Mullarkey is a financial advisor with Taylor Securities Services, Inc. He holds Series 65 and Series 66 licenses and has 14 years of industry experience. Prior to joining Taylor Securities Services in 2020, he worked at Brookstone Capital Management and was involved with Tap N' Atk Games. He is also engaged in insurance sales through Taylor Retirement Services, Inc. Taylor Securities Services, Inc. provides discretionary investment management primarily to individual and high-net-worth clients through a sponsored wrap fee program. The firm emphasizes mutual funds, ETFs, hedged equity funds, and long-term investing strategies, while actively using derivatives and offering customized portfolio oversight.
Matthew T
CFP®, Series 63
Harrisburg, PA
Taylor Securities Services, Inc.
Matthew Taylor is a CFP® with 18 years of industry experience, currently serving at Taylor Securities Services, Inc. since 2020. He previously worked at Brookstone Capital Management LLC for 13 years and has been president and owner of Taylor Retirement Services, Inc. since 2003, where he dedicates time to insurance education and sales. Taylor Securities Services, Inc. provides discretionary investment management primarily to individual and high-net-worth clients through a sponsored wrap fee program, focusing on mutual funds, ETFs, and hedged equity funds with a long-term investment approach. The firm also employs options and derivatives in client accounts and manages roughly $153 million in discretionary assets.
Janet L
Series 66
Harrisburg, PA
Taylor Securities Services, Inc.
Janet Lowe is a financial advisor with Taylor Securities Services, Inc. in Harrisburg, PA, holding a Series 66 designation and 23 years of industry experience. Her career includes roles at LPL Financial LLC, Members 1st Federal Credit Union, and INVEST Financial Corp. She also devotes a significant portion of her time to insurance education and sales as a licensed insurance agent through Taylor Retirement Services, Inc. Taylor Securities Services, Inc. provides discretionary investment management primarily to individual and high-net-worth clients via a sponsored wrap fee program, focusing on mutual funds, ETFs, and a long-term investing approach that incorporates derivatives and third-party managers. The firm manages approximately $153 million in discretionary assets and integrates insurance sales, including annuities, into its financial planning services.
Adam K
Series 65
Harrisburg, PA
Taylor Securities Services, Inc.
Adam Korhut is a financial advisor at Taylor Securities Services, Inc. with one year of industry experience. He holds a Series 65 credential and has prior experience at State Farm Agency from 2014 to 2019. In addition to his advisory role, Korhut provides insurance-related financial services through Taylor Retirement Services, focusing on indexed annuities and insurance investment vehicles. Taylor Securities Services, Inc. offers discretionary investment management primarily to individual and high-net-worth clients through a sponsored wrap fee program. The firm emphasizes mutual funds and ETFs, including the use of derivatives, and manages approximately $153 million in assets across its client base.
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