Taylor Alan Massa
Investment adviser representative at Private Advisor Group, LLC
14 yearsExperience
1 stateRegistered in
$57.7BFirm assets
15 yearsFirm in business
Are you Taylor Alan Massa? 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 feeOther
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
14 years in the industry.
- Private Advisor Group, LLCFeb 2022 to now
- LPL Financial, LLCJan 2022 to now
- Minnesota Life Insurance CoMar 2019 to Jan 2022
- Securian Financial Services IncMar 2019 to Jan 2022
- Wealth Strategies Financial GroupMar 2019 to Jan 2022
- UnemployedOct 2018 to Mar 2019
- Quicken LoansJan 2018 to Oct 2018
- Power Home RemodelingJun 2017 to Dec 2017
- University of MichiganSep 2012 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MI).
Private Advisor Group, LLC
$57.7BAssets managed
170,206Clients
919Advisers
15 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
- 7090299
- Firm CRD
- 155216