Kevin Scott Taylor
Investment adviser representative at Rosecliff Capital Advisory LLC
21 yearsExperience
1 stateRegistered in
$27.3MFirm assets
5 yearsFirm in business
Are you Kevin Scott 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
21 years in the industry.
- Rosecliff Capital Advisory, LLCDec 2020 to now
- Olympia Asset Management, Ltd.Jun 2005 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (TX).
Rosecliff Capital Advisory LLC
$27.3MAssets managed
185Clients
1Advisers
5 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
- 4998511
- Firm CRD
- 305951