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Taylor M. Tucker

57 WEST CAPITAL ADVISORS
Austin, TX 78759
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CRD#: 5941937
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Professional summary


Taylor Michael Tucker, who also goes by Taylor M Tucker, is a registered financial advisor currently at 57 WEST CAPITAL ADVISORS, INC. located in Austin, Texas.

Taylor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Taylor has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Taylor M Tucker

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 Michael Tucker'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

July 11, 2018 - Present

57 WEST CAPITAL ADVISORS, INC.

Office #1: 11615 Angus Road Suite 104-k, Austin, TX 78759
RIA
CRD#: 115378
Austin, TX
Past

May 17, 2017 - September 1, 2017

NYLIFE SECURITIES LLC

BD
CRD#: 5167
AUSTIN, TX
Past

February 13, 2015 - March 6, 2017

NYLIFE SECURITIES LLC

BD
CRD#: 5167
AUSTIN, TX

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
Texas
(7/11/2018)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/6/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


5W
57 WEST CAPITAL ADVISORS, INC.
57 WEST CAPITAL ADVISORS, INC. | FREEDOM PORTFOLIO SERVICES (DBA) | FREEDOM BUSINESS CORPORATION | FREEDOM ASSET MANAGEMENT CORPORATION OF AMERICA | FREEDOM ASSET MANAGEMENT CORPORATION OF AMERCIA

CRD#: 115378 / SEC#:

Louisiana
Registered Investment Advisory firm - (5/5/2023 Approved)
Texas
Registered Investment Advisory firm - (4/20/1999 Approved)
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Contact information


Main Address
11615 Angus Road Suite 104-k, Austin, TX 78759
Mailing Address
Phone number
(833) 457-5757
Established
Firm type
Fiscal year end
# of Employees
6

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts78
AUM (Assets Under Management)$ 39,783,386

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


57 WEST CAPITAL ADVISORS, INC.

CRD#: 115378Austin, TX 78759

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