GT
Garrett P. Taylor
KESTRA ADVISORY SERVICES
Toms River, NJ 08753
Some features on this profile are disabled
CRD#: 4747407
GT
Professional summary
Garrett Patrick Taylor is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Toms River, New Jersey and KESTRA INVESTMENT SERVICES, LLC located in Port Jefferson, New York.
Garrett is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Garrett has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 24 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.
Business Name: Advisor Successions INV REL: No Address: 414 Main St suite 203 Port Jefferson NY 11777 NOB: Consulting POS: Owner Start Date: 2/1/2013 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) DESC: Consulting on acquisition and succession planning Business Name: Coastline Insurance Services INV REL: No Address: 414 Main St suite 302 Pt. Jefferson NY 11777 NOB: Insurance POS: Owner Start Date: 9/17/2013 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) DESC: consulting on P&C related matters Business Name: GTCG INV REL: Yes Address: PO BOX 960 REMSENBURG NY 11960 NOB: Consulting POS: Other, CONSULTANT Start Date: 9/7/2012 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) DESC: Consultant Business Name: COASTLINE WEALTH MANAGEMENT POS: Managing Partner NOB: Registered rep activities through Kestra Investment Services INV REL: Yes NUMBER OF HOURS: 136 SECURITIES TRADING HOURS: 119 START DATE: 02/01/2013 ADDRESS: 1303 Main St, Port Jefferson NY 11777 DESC: Providing financial and investment advice Business Name: Kestra Advisory Services, LLC INV REL: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 NOB: Investment Advisory services through Kestra Advisory Services, LLC POS: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) DESC: Investment advisory services Business Name: Garrett Taylor and Shiraz Zaidi INV REL: No Address: 2507 Maneshaw Ln kissimmee FL 34747 NOB: Real Estate POS: owner Start Date: 6/15/2019 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) DESC: Real estate owner Business Name: 1303 Main, LLC INV REL: No Address: 1303 Main St Port Jefferson NY 11777 NOB: Real Estate POS: member Start Date: 8/15/2020 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) DESC: landlord Business Name: 7 CLAW LLC POS: member NOB: Real Estate INV REL: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/25/2022 ADDRESS: 1303 Main St, Port Jefferson NY 11777 DESC: member/owner Business Name: SPRINT MY RIDE LLC POS: Member NOB: Limo/transportation INV REL: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/08/2022 ADDRESS: 1303 Main St, Port Jefferson NY 11777 DESC: Scheduling Business Name: BATTAGLINI&COMPANY, PC SUPERCPA POS: Partner NOB: Tax/Accounting/CPA INV REL: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/01/2023 ADDRESS: 1049 Lancaster Ave, Berwyn PA 19312 DESC: Managing Partner Business Name: CWM MERGER SUB LLC POS: Member NOB: Investment advisory services through an independent outside RIA INV REL: Yes NUMBER OF HOURS: 88 SECURITIES TRADING HOURS: 63 START DATE: 10/07/2024 ADDRESS: 1303 Main St, Port Jefferson NY 11777 DESC: Management, Investment advice and financial planning Business Name: COASTLINE WM PARENT LLC POS: Member NOB: holding company INV REL: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/07/2024 ADDRESS: 1303 Main ST, Port Jefferson NY 11777 DESC: all applicable member duties
CRS (Client Relationship Summary) - RIA
Click below to view Garrett Patrick Taylor'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
April 20, 2016 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 226 Oak Avenue, Toms River, NJ 08753RIA
CRD#: 283330
Toms River, NJ
Current
September 7, 2012 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 1303 Main Street, Port Jefferson, NY 11777Office #2: 7600 Jericho Turnpike Suite 302, Woodbury, NY 11797Office #3: 2400 E Commercial Blvd Suite 706, Fort Lauderdale, FL 33308Office #4: 15720 Brixham Hill Ave Ste 300, Charlotte, NC 28277Office #5: 252 Washington St. Suite A3, Toms River, NJ 08753BD
CRD#: 42046
Port Jefferson, NY
Past
August 27, 2014 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
PORT JEFFERSON STATION, NY
Past
June 18, 2004 - September 19, 2012
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
MELVILLE, NY
Past
June 11, 2004 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
June 11, 2004 - September 19, 2012
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MELVILLE, NY
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".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(8/22/2014)
RR
Arizona(11/25/2014)
RR
California(9/10/2013)
RR
Colorado(1/7/2014)
RR
Connecticut(9/7/2012)
RR
Delaware(3/12/2015)
RR
District of Columbia(11/26/2018)
RR
Florida(9/7/2012)
RR
Georgia(6/9/2014)
RR
Idaho(6/29/2021)
RR
Illinois(11/25/2014)
RR
Indiana(3/12/2015)
RR
Louisiana(1/21/2022)
RR
Maine(10/19/2020)
RR
Maryland(8/20/2014)
RR
Massachusetts(6/12/2015)
RR
Michigan(7/9/2015)
RR
Minnesota(11/3/2014)
RR
Nebraska(8/22/2014)
RR
Nevada(3/12/2015)
RR
New Jersey(9/7/2012)
RR
New York(9/7/2012)
IAR
New York(6/7/2021)
RR
North Carolina(2/26/2013)
RR
Ohio(6/26/2015)
RR
Oregon(4/6/2023)
RR
Pennsylvania(9/7/2012)
RR
Rhode Island(1/7/2014)
RR
South Carolina(11/25/2014)
RR
Texas(9/7/2012)
IAR
Texas(10/4/2023)
RR
Utah(8/11/2016)
RR
Vermont(11/13/2020)
RR
Virginia(9/7/2012)
RR
Washington(3/12/2015)
RR
West Virginia(4/20/2020)
RR
Wisconsin(11/13/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
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.
Company Information
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330Toms River, NJ 08753TRUST BUT VERIFY
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