Thomas J. Taylor
CHESAPEAKE FINANCIAL ADVISORS
TOWSON, MD 21286
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CRD#: 2758307
Professional summary
Thomas Joseph Taylor JR is a registered financial advisor currently at CHESAPEAKE FINANCIAL ADVISORS located in Towson, Maryland.
Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Thomas has worked at 1 firm and has passed the Series 65 exam.
Biography
There are three reasons clients choose me over other financial advisors.
As a CPA and PFS (Personal Financial Specialist), I offer unique and integrated financial planning and tax advice.
I provide advice on your timeframe. Responding to emails and voicemails in a timely manner is a priority for me.
I signed the fiduciary pledge and do not offer or sell products with commissions.
When I start a relationship with a new client the main reason clients seek my advice is because they want a trusted recommendation; someone not only to manage and watch their investments, but someone to bounce ideas off of as well.
Client's also find that as the owner of the firm and a CPA, they receive a level of attention and trust that may not be found elsewhere. Whether it's returning phone calls in a timely manner or replying to emails at all hours of the day, clients have come to rely on my availability. I integrate financial planning with tax planning and eliminate the need for two relationships. It's a partnership that works!
Towson Bel Air Columbia MD Finanical Planner Financial Advisor CPA
Question & Answer
What are your service offerings?
Our firm is small enough to ca...
We do not have an investment a...
Towson Bel Air Columbia MD Fin...
Do you have an area of expertise or specialization?
High Net Worth Client Needs
Investment Advice with Ongoing...
Medical Professionals
Retirement Planning & Distribu...
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Thomas Joseph Taylor JR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 31, 1999 - Present
CHESAPEAKE FINANCIAL ADVISORS
Office #1: 401 Jefferson Avenue, Towson, MD 21286RIA
CRD#: 120139
TOWSON, MD
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CHESAPEAKE FINANCIAL ADVISORS
CHESAPEAKE FINANCIAL ADVISORS | THOMA CAPITAL MANAGEMENT LLC
CRD#: 120139 / SEC#: 801-111054
RIA
Registered Investment Advisory firm - (8/30/2017 Approved)Florida
Registered Investment Advisory firm - (9/5/2017 Terminated)Maryland
Registered Investment Advisory firm - (10/18/2017 Terminated)Pennsylvania
Registered Investment Advisory firm - (9/6/2017 Terminated)Texas
Registered Investment Advisory firm - (9/5/2017 Terminated)Virginia
Registered Investment Advisory firm - (9/5/2017 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Maryland(3/31/1999)
IAR
Texas(10/27/2015)
Current Firm
CHESAPEAKE FINANCIAL ADVISORS
CHESAPEAKE FINANCIAL ADVISORS | THOMA CAPITAL MANAGEMENT LLC
CRD#: 120139 / SEC#: 801-111054
RIA
Registered Investment Advisory firm - (8/30/2017 Approved)Florida
Registered Investment Advisory firm - (9/5/2017 Terminated)Maryland
Registered Investment Advisory firm - (10/18/2017 Terminated)Pennsylvania
Registered Investment Advisory firm - (9/6/2017 Terminated)Texas
Registered Investment Advisory firm - (9/5/2017 Terminated)Virginia
Registered Investment Advisory firm - (9/5/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
401 Jefferson Avenue, Towson, MD 21286
Mailing Address
Phone number
(410) 823-5442
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,028 |
| AUM (Assets Under Management) | $ 263,687,043 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
