Taylor T. Leary

ADVISORY SOLUTIONS GROUP

GREENWOOD VILLAGE, CO 80111

CRD#: 5714749

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Professional summary

Taylor Thomas Leary, CFP® is a registered financial advisor currently at ADVISORY SOLUTIONS GROUP located in Greenwood Village, Colorado.

Taylor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Taylor has worked at 4 firms and has passed the Series 66, SIE and Series 7 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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Taylor Thomas Leary'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: 2017

Experience

Current

May 1, 2026 - Present

ADVISORY SOLUTIONS GROUP

Office #1: 6400 S Fiddlers Green Cir, Greenwood Village, CO 80111

RIA

CRD#: 339919

GREENWOOD VILLAGE, CO

Past

November 2, 2020 - June 2, 2026

CS PLANNING CORP

RIA

CRD#: 149937

Greenwood Village, CO

Past

April 1, 2011 - November 16, 2020

FORTA FINANCIAL GROUP, INC.

RIA

CRD#: 28784

GREENWOOD VILLAGE, CO

Past

April 1, 2011 - November 16, 2020

FORTA FINANCIAL GROUP, INC.

CRD#: 28784

GREENWOOD VILLAGE, CO

Past

November 9, 2009 - February 10, 2011

EDWARD JONES

RIA

CRD#: 250

VAIL, CO

Past

October 22, 2009 - February 10, 2011

EDWARD JONES

CRD#: 250

VAIL, CO

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

Colorado
(5/4/2026)

IAR

Texas
(5/1/2026)

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: 11/5/2009

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: 10/21/2009

General Securities Representative Examination

Current Firm

ADVISORY SOLUTIONS GROUP

ADVISORY SOLUTIONS GROUP | ADVISORY SOLUTIONS GROUP, LLC

CRD#: 339919 / SEC#: 801-135130

RIA

Registered Investment Advisory firm - (1/8/2026 120-Day Approval)

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Contact information

Main Address

505 N Hwy 169, Plymouth, MN 55441

Mailing Address

Phone number

(763) 417-1700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADVISORY SOLUTIONS GROUP, LLC ADV 2A BROCHURE 12.09.2025 (12/9/2025)

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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Taylor T. Leary

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

ADVISORY SOLUTIONS GROUP

CS PLANNING CORP

FORTA FINANCIAL GROUP, INC.

FORTA FINANCIAL GROUP, INC.

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 11/5/2009

SIE

Date: 10/1/2018

Series 7

Date: 10/21/2009

Current Firm

ADVISORY SOLUTIONS GROUP

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

ADVISORY SOLUTIONS GROUP

TRUST BUT VERIFY

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