Andrew G. Taylor
Professional summary
Andrew Glenn Taylor, who also goes by Andrew G. Taylor Mr., Andrew G. Taylor, Andrew Glenn Taylor Mr., is a registered financial advisor currently at EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC located in Collierville, Tennessee.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Andrew has worked at 7 firms and has passed the Series 63, SIE, Series 50 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Glenn Taylor's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 15, 2023 - Present
EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC
January 28, 2022 - January 2, 2023
FINALIS SECURITIES LLC
October 8, 2019 - January 31, 2022
GROWTH CAPITAL SERVICES, INC.
October 8, 2019 - January 31, 2022
GROWTH CAPITAL SERVICES, INC.
May 31, 2017 - October 4, 2019
PATRICK CAPITAL MARKETS, LLC
June 19, 2013 - May 30, 2017
TRESTLE POINT, LLC
September 9, 2010 - November 29, 2022
CUMBERLAND PARTNERS, LLC
January 7, 2003 - March 30, 2010
SOUTHERNSUN ASSET MANAGEMENT, INC
Primary Firm SEC Registration
EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC
CRD#: 291127 / SEC#: 801-119228
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/15/2023)
Exams
Current Firm
EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC
CRD#: 291127 / SEC#: 801-119228
Contact information
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 77 |
| AUM (Assets Under Management) | $ 91,691,110 |
Red Flags
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