Wilson C. Taliaferro
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
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Wilson Crosby Taliaferro's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 20, 2017 - Present
BUSH RIVER TRUST, LLC
Office #1: 201 International Circle Suite 230, Hunt Valley, MD 21030March 7, 2016 - February 13, 2017
EQUITABLE ADVISORS, LLC
September 10, 2013 - February 13, 2017
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/20/2017)
(9/11/2023)
Exams
Current Firm
BUSH RIVER TRUST, LLC
CRD#: 287995 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 188 |
| AUM (Assets Under Management) | $ 23,037,684 |
Red Flags
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