Stephen Dennis Taylor
Investment adviser representative at United Advisor Group
12 yearsExperience
1 stateRegistered in
$1.4BFirm assets
3 yearsFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- United Advisor GroupFeb 2023 to now
- Sterne Agee Investment Advisor Services, Inc.Jan 2015 to now
- Sterne Agee Financial Services, Inc.Sep 2014 to now
- Thurston Springer FinancialJun 2017 to Feb 2023
- Sa Stone Investment Advisors IncJan 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (OH).
United Advisor Group
Legal name: United Advisor Group, LLC
$1.4BAssets managed
6,600Clients
58Advisers
3 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
- 4895850
- Firm CRD
- 324205