Samuel H. Taylor
Professional summary
Samuel Hardy Taylor, who also goes by S. Hardy Taylor, Samuel Taylor, is a registered financial advisor currently at HERITAGE INVESTMENT GROUP, INC. located in Pompano Beach, Florida.
Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Samuel has worked at 2 firms and has passed the Series 2 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Samuel Hardy Taylor's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 16, 2001 - Present
HERITAGE INVESTMENT GROUP, INC.
Office #1: 2480 N.e. 23rd Street, Pompano Beach, FL 33062April 28, 2005 - October 24, 2006
HERITAGE INSTITUTIONAL ADVISORS, LLC
Primary Firm SEC Registration
HERITAGE INVESTMENT GROUP, INC.
CRD#: 113204 / SEC#: 801-60396
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/16/2001)
Exams
Series 2
Date: 1/28/1994
Non-Member General Securities ExaminationCurrent Firm
HERITAGE INVESTMENT GROUP, INC.
CRD#: 113204 / SEC#: 801-60396
Contact information
SEC notice filing (28 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,211 |
| AUM (Assets Under Management) | $ 1,913,368,545 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/22/2025 | ||
| 10/04/2024 | ||
| 01/19/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
HERITAGE INVESTMENT GROUP, INC.
CRD#: 113204Pompano Beach, FL 33062TRUST BUT VERIFY
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