Taylor William Grant
Investment adviser representative at Raymond James Financial Services Advisors, Inc
18 yearsExperience
2 statesRegistered in
$390BFirm assets
17 yearsFirm in business
Are you Taylor William Grant? 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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Raymond James Financial Services Advisors, Inc.Apr 2025 to now
- Fulton BankApr 2025 to now
- Raymond James Financial Services, Inc.Apr 2025 to now
- Tribini Brands Inc.Dec 2021 to Mar 2025
- Macquarie Investment Management Business TrustApr 2020 to Dec 2021
- Delaware InvestmentsMar 2017 to Dec 2021
- Delaware Capital Management Advisers IncMar 2017 to Apr 2020
- Hartford Funds Management Company, LLCOct 2015 to Mar 2017
- Hartford Funds Distributors, LLCNov 2013 to Mar 2017
- Bentley UniversitySep 2008 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 5793156
- Firm CRD
- 149018