Taylor Thomas Leary
Investment adviser representative at Advisory Solutions Group
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$408.4MFirm 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
15 years in the industry.
- Advisory Solutions GroupMay 2026 to now
- Four Points Wealth Management LLCOct 2020 to now
- Cs Planning Corp.Oct 2020 to Apr 2026
- Presidential Brokerage, Inc./forta FinancialApr 2011 to Oct 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Advisory Solutions Group
Legal name: Advisory Solutions Group, LLC
$408.4MAssets managed
807Clients
42Advisers
Under 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
- 5714749
- Firm CRD
- 339919