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AP

Alvie N. Paschall

TAYLOR GREY
MERCER ISLAND, WA 98040
Some features on this profile are disabled
CRD#: 5663474
AP

Professional summary

Alvie Neil Paschall, who also goes by Neil Paschall, is a registered financial professional currently at TAYLOR GREY, INC. located in Mercer Island, Washington.

Alvie is registered as a RR (Registered Representative) and started their career in finance in 2009. Alvie has worked at 4 firms and has passed the Series 63, Series 66, Series 82TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Neil Paschall

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) - BD

Click below to view Alvie Neil Paschall'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®
None

Experience

Current

January 23, 2026 - Present

TAYLOR GREY, INC.

Office #1: 7525 Se 24th Street Suite 630, Mercer Island, WA 98040
BD
CRD#: 308518
MERCER ISLAND, WA
Past

October 24, 2016 - April 17, 2018

BA SECURITIES, LLC

BD
CRD#: 153489
W. CONSHOHOCKEN, PA
Past

October 20, 2009 - December 7, 2009

MCLEAN WEALTH ADVISORS, LLC

RIA
CRD#: 147797
GRANITE BAY, CA
Past

August 6, 2009 - September 23, 2014

MCLEAN SECURITIES, LLC

BD
CRD#: 104117
MCLEAN, VA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
California
(3/17/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 2/2/2026
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 9/29/2009
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 82TO
Date: 4/30/2025
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
SIE
Date: 9/16/2024
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/5/2009
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

TG
TAYLOR GREY, INC.
TAYLOR GREY, INC.

CRD#: 308518 / SEC#: , 8-70517

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
PREMIUM
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Contact information

Main Address
3158 Scholarship, Newport Beach, CA 92612
Mailing Address
3158 Scholarship, Newport Beach, CA 92612
Phone number
(626) 241-0075
Established
California since 03/10/2020
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
HUANG, HENRYCEO, CCO5902670
FIALA, ANGELA MARIAFINOP5163386

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

TAYLOR GREY, INC.

CRD#: 308518Mercer Island, WA 98040

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