GT
Garrett P. Taylor
KESTRA ADVISORY SERVICES
Toms River, NJ 08753
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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.
The advisor shows no other business activity.
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
Tennessee(2/12/2026)
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 |
|---|---|---|
| 12/01/2025 | ||
| 12/23/2024 | ||
| 10/20/2023 |
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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