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Marcellus A. Taylor

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CRD#: 4909100
MT

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.

Marcellus Antoinne Taylor was a registered financial professional .

Marcellus is a previously registered financial professional and started their career in finance in 2006. Marcellus had worked at 5 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.

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

June 7, 2012 - December 31, 2015

LEGACY EQUITY MANAGEMENT, INC.

RIA
CRD#: 164040
OAKLAND, CA
Past

July 14, 2011 - March 22, 2012

ROBERT HARRELL, INCORPORATED

RIA
CRD#: 106191
AUSTIN, TX
Past

July 10, 2007 - December 31, 2009

ALDUS CAPITAL, LLC

RIA
CRD#: 143385
DALLAS, TX
Past

January 23, 2007 - July 5, 2007

ERASMUS ADVISORS

RIA
CRD#: 123707
DALLAS, TX
Past

December 18, 2006 - July 5, 2007

ALDUS EQUITY PARTNERS

RIA
CRD#: 129912
DALLAS, TX

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.

Exams


State Security Law Exam
IAR
Series 65
Date: 12/16/2006
Uniform Investment Adviser Law Examination

Current Firm


LE
LEGACY EQUITY MANAGEMENT, INC.
CALIFORNIA IMPACT MANAGEMENT, INC. | LEGACY EQUITY MANAGEMENT, INC. | CALIFORNIA IMPACT MANAGEMENT, INC., WHICH WILL DO BUSINESS IN CALIFORNIA AS LEGACY EQUITY MANAGEMENT, INC.

CRD#: 164040 / SEC#:

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Contact information


Main Address
300 Frank Ogawa Plaza 175, Oakland, CA 94612
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


LEGACY EQUITY MANAGEMENT, INC.

CRD#: 164040

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