Edward T. Taylor

BECK, MACK & OLIVER

NEW YORK, NY 10017-7111

CRD#: 5149522

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Professional summary

Edward Tennent Taylor III, who also goes by Edward Tennent Taylor, is a registered financial advisor currently at BECK, MACK & OLIVER LLC located in New York, New York.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Edward has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Edward Tennent Taylor

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) - RIA

Click below to view Edward Tennent Taylor III'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®

None

Experience

Current

September 28, 2021 - Present

BECK, MACK & OLIVER LLC

Office #1: 565 Fifth Avenue 19th Floor, New York, NY 10017-7111

RIA

CRD#: 105466

NEW YORK, NY

Past

September 22, 2008 - October 15, 2009

BARCLAYS CAPITAL INC.

CRD#: 19714

NEW YORK, NY

Past

August 12, 2008 - September 22, 2008

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, 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".

BECK, MACK & OLIVER LLC

CRD#: 105466 / SEC#: 801-482

RIA

Registered Investment Advisory firm - (11/1/1940 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.

Highlighted states indicate IAR registrations

IAR

New York
(9/28/2021)

IAR

North Carolina
(9/28/2021)

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: 9/28/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/19/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/11/2008

General Securities Representative Examination

Current Firm

BECK, MACK & OLIVER LLC

CRD#: 105466 / SEC#: 801-482

RIA

Registered Investment Advisory firm - (11/1/1940 Approved)

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Contact information

Main Address

565 Fifth Avenue 19th Floor, New York, NY 10017-7111

Mailing Address

Phone number

(212) 661-2640

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (31 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BMO FORM ADV PART 2A (3/24/2025)

Regulatory assets under management

Total Number of Accounts	1,434
AUM (Assets Under Management)	$ 5,908,554,664

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/26/2025	Cover Page	Report
12/30/2024	Cover Page	Report
12/28/2023	Cover Page	Report
04/27/2023	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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Edward T. Taylor

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Tennent Taylor III's CRS (Customer Relationship Summary).

Certified licenses

Experience

BECK, MACK & OLIVER LLC

BARCLAYS CAPITAL INC.

LEHMAN BROTHERS INC.

Primary Firm SEC Registration

BECK, MACK & OLIVER LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/28/2021

Series 63

Date: 8/19/2008

Series 7

Date: 8/11/2008

Current Firm

BECK, MACK & OLIVER LLC

Contact information

SEC notice filing (31 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BECK, MACK & OLIVER LLC

TRUST BUT VERIFY

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