Stephen Anthony Taylor
Investment adviser representative at Merited Wealth, LLC
25 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$186.1MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
25 years in the industry.
- Merited Wealth, LLC (fka Stephen A. Taylor Wealth Management)Sep 2021 to now
- Merited Wealth, LLCMay 2019 to now
- Stephen A. Taylor, Esq.Jan 2001 to now
- Stephen A. Taylor Wealth Management, LLCJan 2019 to Sep 2021
- Taylormade Investments, LLCJul 2015 to Jan 2019
- Cambridge Investment Research Advisors, Inc.Feb 2015 to Dec 2019
- Cambridge Investment Research, Inc.Feb 2015 to Dec 2019
- Bibbitec, LLCJan 2013 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Merited Wealth, LLC
$186.1MAssets managed
186Clients
4Advisers
2 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
- 4448432
- Firm CRD
- 299549