Taylor Hart

STEADMONT ADVISORS | Sr. VP - Wealth Management / Financial Advisor

BIRMINGHAM, AL 35209

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CRD#: 5549423

Professional summary

Taylor Hart, CFP® is a registered financial advisor currently at STEADMONT ADVISORS, LLC located in Birmingham, Alabama.

Taylor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Taylor has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Financial planning

Trust & estate planning

Retirement planning

What is your current number of clients?

Greater than 100

What is your minimum asset requirement?

250K

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Taylor Hart'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®

CFP^®

Certified Financial Planner

Start date: 2014

Experience

Current

January 12, 2024 - Present

STEADMONT ADVISORS, LLC

Office #1: 2204 Lakeshore Drive Suite 100, Birmingham, AL 35209

RIA

CRD#: 328882

BIRMINGHAM, AL

Past

November 15, 2010 - January 16, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

BIRMINGHAM, AL

Past

August 20, 2010 - January 16, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

BIRMINGHAM, AL

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".

STEADMONT ADVISORS, LLC

CRD#: 328882 / SEC#: 801-129271

RIA

Registered Investment Advisory firm - (1/10/2024 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

Alabama
(1/12/2024)

IAR

Texas
(7/7/2025)

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 66

Date: 11/12/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/4/2010

General Securities Representative Examination

Current Firm

STEADMONT ADVISORS, LLC

CRD#: 328882 / SEC#: 801-129271

RIA

Registered Investment Advisory firm - (1/10/2024 Approved)

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Contact information

Main Address

2204 Lakeshore Drive Suite 100, Birmingham, AL 35209

Mailing Address

Phone number

(205) 721-7005

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STEADMONT INITIAL ADV FILING (3/7/2025)

Regulatory assets under management

Total Number of Accounts	1,173
AUM (Assets Under Management)	$ 368,443,788

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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OSAIC WEALTH, INC.

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Taylor Hart

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Taylor Hart's CRS (Customer Relationship Summary).

Certified licenses

Experience

STEADMONT ADVISORS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

STEADMONT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/12/2010

SIE

Date: 10/1/2018

Series 7

Date: 8/4/2010

Current Firm

STEADMONT ADVISORS, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STEADMONT ADVISORS, LLC

TRUST BUT VERIFY

Contact information

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