Wilson C. Taliaferro

BUSH RIVER TRUST

HUNT VALLEY, MD 21030

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CRD#: 6219216

Professional summary

Wilson Crosby Taliaferro, who also goes by Wilson Taliaferro, is a registered financial advisor currently at BUSH RIVER TRUST, LLC located in Hunt Valley, Maryland.

Wilson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Wilson has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Wilson Taliaferro

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.

Board Member; Gunpowder Riverkeeper, Inc.; Investment related: No; Location:107 Mt Carmel Rd #106, Parkton, MD 21120; Description of the business: Gunpowder Riverkeeper is a grassroots, advocacy based non-profit membership organization charged with protecting, conserving and restoring the Gunpowder River and its Watershed; Responsibilities Duties: Provide organizational leadership and advice as a board member for an environmental non-profit charged with protecting, conserving and restoring the Gunpowder River and its Watershed; Start date with business: 2019-12-01; Hours devoted to business outside trading hours: 6;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wilson Crosby Taliaferro'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

April 20, 2017 - Present

BUSH RIVER TRUST, LLC

Office #1: 201 International Circle Suite 230, Hunt Valley, MD 21030

RIA

CRD#: 287995

HUNT VALLEY, MD

Past

March 7, 2016 - February 13, 2017

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

COLUMBIA, MD

Past

September 10, 2013 - February 13, 2017

EQUITABLE ADVISORS, LLC

CRD#: 6627

COLUMBIA, MD

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

Maryland
(4/20/2017)

IAR

Pennsylvania
(9/11/2023)

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: 2/29/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 2/13/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/10/2013

General Securities Representative Examination

Current Firm

BUSH RIVER TRUST, LLC

CRD#: 287995 / SEC#:

Maryland

Registered Investment Advisory firm - (3/20/2017 Approved)

Pennsylvania

Registered Investment Advisory firm - (9/8/2023 Approved)

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Contact information

Main Address

201 International Circle Suite 230, Hunt Valley, MD 21030

Mailing Address

Phone number

(410) 343-9863

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	181
AUM (Assets Under Management)	$ 18,922,567

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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Wilson C. Taliaferro

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wilson Crosby Taliaferro's CRS (Customer Relationship Summary).

Certified licenses

Experience

BUSH RIVER TRUST, LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/29/2016

SIE

Date: 2/13/2017

Series 7

Date: 9/10/2013

Current Firm

BUSH RIVER TRUST, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BUSH RIVER TRUST, LLC

TRUST BUT VERIFY

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