A complete list of active advisors currently associated with Taylor Securities Services, Inc.

Warmer can help you find a great advisor at Taylor Securities Services, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Taylor Securities Services, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.