Matthew Alan Taylor
Investment adviser representative at Taylor Securities Services, Inc.
23 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$252.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
23 years in the industry.
- Taylor Securities Services, Inc.Jan 2020 to now
- Taylor Retirement Services, Inc.May 2003 to now
- Brookstone Capital Management LLCOct 2007 to Jan 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Taylor Securities Services, Inc.
$252.5MAssets managed
767Clients
4Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2480217
- Firm CRD
- 304070