Tazewell G. Taylor

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CRD#: 4459585

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Tazewell Gifford Taylor was a registered financial professional .

Tazewell is a previously registered financial professional and started their career in finance in 2000. Tazewell had worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

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. Cross Street LLC: Investment related; Norfolk, VA 23505; owner of a commercial building that oversees property management; began April 2016; 2 hours per month all during trading hours. 2. TGT Holdings: Non-investment related; Norfolk, VA 23505; asset protection; began in July 2022; 0 hours committed. 3. TGT Holdings: Non-investment related; Norfolk, VA 23505; asset protection; began in July 2022; 0 hours committed. 4. Sullivan, Andrews, & Taylor, PC: Non-investment related; 5544 Greenwich Road Virginia Beach, VA 23462; provides consulting as needed for tax and business succession planning; began July 1990; 5 hours per month all during trading hours. 5. CPA-Investment Advisors: Investment related; 192 Ballard Court Virginia Beach, VA 23462; owner providing consulting to other investment advisory businesses; began July 2000; 1 hour per month all during trading hours.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

December 12, 2023 - July 24, 2024

GRATUS WEALTH ADVISORS LLC

RIA

CRD#: 328641

VIRGINIA BEACH, VA

Past

November 14, 2022 - November 29, 2023

NEWEDGE ADVISORS

RIA

CRD#: 171351

Virginia Beach, VA

Past

July 7, 2000 - November 21, 2022

CPA INVESTMENT ADVISORS

RIA

CRD#: 116170

VIRGINIA BEACH, VA

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".

GRATUS WEALTH ADVISORS LLC

GRATUS WEALTH ADVISORS LLC | J & A FINANCIAL SERVICES, LLC

CRD#: 328641 / SEC#: 801-129165

RIA

Registered Investment Advisory firm - (12/7/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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

IAR

Series 65

Date: 6/26/2000

Uniform Investment Adviser Law Examination

Current Firm

GRATUS WEALTH ADVISORS LLC

GRATUS WEALTH ADVISORS LLC | J & A FINANCIAL SERVICES, LLC

CRD#: 328641 / SEC#: 801-129165

RIA

Registered Investment Advisory firm - (12/7/2023 Approved)

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Contact information

Main Address

192 Ballard Ct Ste 101, Virginia Beach, VA 23462

Mailing Address

Phone number

(757) 909-5500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GRATUS WEALTH ADVISORS ADV PART 2A (8/8/2025)

GRATUS WEALTH ADVISORS WRAP BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts	1,060
AUM (Assets Under Management)	$ 690,666,938

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/12/2025	Cover Page	Report

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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Tazewell G. Taylor

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

GRATUS WEALTH ADVISORS LLC

NEWEDGE ADVISORS

CPA INVESTMENT ADVISORS

Primary Firm SEC Registration

GRATUS WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/26/2000

Current Firm

GRATUS WEALTH ADVISORS LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

GRATUS WEALTH ADVISORS LLC

TRUST BUT VERIFY

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