Stephen Andrew Taylor
Investment adviser representative at New England Schooner, Inc.
32 yearsExperience
1 stateRegistered in
$165.2MFirm assets
1 yearFirm in business
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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.
- Financial planning
- Portfolio management
- Pension consulting
Experience
32 years in the industry.
- New England Schooner, Inc.Feb 1998 to now
- Osaic Wealth, Inc.Nov 1994 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (MA).
New England Schooner, Inc.
$165.2MAssets managed
320Clients
4Advisers
1 yearIn 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
- 2562584
- Firm CRD
- 129552