Stephen A. Taylor

MERITED WEALTH

North Bay Village, FL 33141

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CRD#: 4448432

Professional summary

Stephen Anthony Taylor, CFP® is a registered financial advisor currently at MERITED WEALTH, LLC located in North Bay Village, Florida.

Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Stephen has worked at 7 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.

Question & Answer

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.

1)STEPHEN A TAYLOR, ESQ. MIAMI, FL. STARTED 4/2001 AS ATTORNEY. MY LEGAL PRACTICE CONSISTS OF PREPARING WILLS, TRUSTS AND ANCILLARY DOCUMENTS FOR ESTATE PLANNING MATTERS. I MAY HELP CLIENTS OUT WITH CONTRACTS AND GIVE LEGAL ADVICE. SPENDS 2 HR/WK, 2 HR/TRADING. 2)INDEPENDENT INSURANCE AGENT, 11666 J.F. Kennedy Causeway, Suite 501, NORTH BAY VILLAGE, FL, 8/2001 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INSURANCE COMPANIES. INV REL - 1 HR/WK - 1/TRADING. 3) Expert witness opinions and testimony for attorneys and their clients involved in litigation.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Anthony Taylor's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2004

Experience

Current

May 30, 2019 - Present

MERITED WEALTH, LLC

Office #1: 1666 79th Street Causeway Suite 501, North Bay Village, FL 33141

RIA

CRD#: 299549

North Bay Village, FL

Past

February 23, 2015 - December 31, 2019

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Biscayne Park, FL

Past

February 18, 2015 - December 31, 2019

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

North Bay Village, FL

Past

March 19, 2014 - March 2, 2015

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

MIAMI, FL

Past

March 11, 2014 - March 2, 2015

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA

CRD#: 16164

MIAMI, FL

Past

February 10, 2006 - December 11, 2008

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA

CRD#: 16164

PLANTATION, FL

Past

February 10, 2006 - December 11, 2008

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

PLANTATION, FL

Past

October 29, 2001 - February 17, 2006

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

September 21, 2001 - October 19, 2001

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

September 21, 2001 - October 19, 2001

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

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".

MERITED WEALTH, LLC

CRD#: 299549 / SEC#: 801-129613

RIA

Registered Investment Advisory firm - (2/29/2024 Approved)

Florida

Registered Investment Advisory firm - (3/5/2024 Terminated)

Texas

Registered Investment Advisory firm - (3/5/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Florida
(5/30/2019)

IAR

Texas
(8/25/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 7/22/2016

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 3/11/2002

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/19/2014

General Securities Representative Examination

Current Firm

MERITED WEALTH, LLC

CRD#: 299549 / SEC#: 801-129613

RIA

Registered Investment Advisory firm - (2/29/2024 Approved)

Florida

Registered Investment Advisory firm - (3/5/2024 Terminated)

Texas

Registered Investment Advisory firm - (3/5/2024 Terminated)

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Contact information

Main Address

1666 79th Street Causeway Suite 501, North Bay Village, FL 33141

Mailing Address

Phone number

(305) 722-0091

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MERITED WEALTH, LLC ADV PART 2A (8/15/2025)

Regulatory assets under management

Total Number of Accounts	783
AUM (Assets Under Management)	$ 143,359,170

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Stephen A. Taylor

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Anthony Taylor's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

MML INVESTORS SERVICES, LLC

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

MERITED WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/22/2016

Series 66

Date: 3/11/2002

SIE

Date: 10/1/2018

Series 7

Date: 3/19/2014

Current Firm

MERITED WEALTH, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MERITED WEALTH, LLC

TRUST BUT VERIFY

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