Thomas Taylor
Investment adviser representative at Mutual Advisors, LLC
19 yearsExperience
1 stateRegistered in
$9.4BFirm assets
13 yearsFirm in business
Are you Thomas Taylor? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Mutual Advisors, LLC.May 2017 to now
- Morgan Stanley Private Bank, National AssociationJan 2015 to now
- Morgan Stanley Smith BarneyJun 2009 to now
- Morgan Stanley & Co., IncorporatedApr 2007 to now
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (CA).
Mutual Advisors, LLC
$9.4BAssets managed
9,960Clients
153Advisers
13 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
- 4442804
- Firm CRD
- 167658