Gregory A. Taylor

TAYLOR STRATEGIC WEALTH MANAGEMENT

Redondo Beach, CA

Some features on this profile are disabled

CRD#: 6249763

Professional summary

Gregory Allen Taylor is a registered financial advisor currently at TAYLOR STRATEGIC WEALTH MANAGEMENT, LLC located in Redondo Beach, California.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Gregory has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 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.

1) South Bay Business Networking Group 2) Not Investment Related 3) Torrance, CA 4) Professional Networking 5) President 6) 09/2017 7) 6 Hours/Month 8) 4 Hours/Month 9) Chair Meetings 1) Kiwanis International 2) Not Investment Related 3) Torrance/CA 4) Community Service Organization 5) Board Member 6) 10/2016 7) 7 Hours/Month 8) 3 Hours/Month 9) Sit on board and vote on scholarships, gifts to charities and other community enhancement measures.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Allen Taylor'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®

None

Experience

Current

October 20, 2022 - Present

TAYLOR STRATEGIC WEALTH MANAGEMENT, LLC

RIA

CRD#: 323492

Redondo Beach, CA

Past

July 29, 2016 - September 30, 2022

EDWARD JONES

RIA

CRD#: 250

REDONDO BEACH, CA

Past

June 8, 2016 - September 30, 2022

EDWARD JONES

CRD#: 250

REDONDO BEACH, CA

Past

October 18, 2013 - February 10, 2016

STATE FARM VP MANAGEMENT CORP.

CRD#: 43036

BLOOMINGTON, IL

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

California
(10/20/2022)

IAR

Michigan
(6/6/2025)

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: 6/7/2016

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/1/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/18/2016

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/18/2013

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TAYLOR STRATEGIC WEALTH MANAGEMENT, LLC

CRD#: 323492 / SEC#: 801-126769

RIA

Registered Investment Advisory firm - (2/22/2023 Terminated)

California

Registered Investment Advisory firm - (2/16/2023 Approved)

Michigan

Registered Investment Advisory firm - (2/9/2024 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Redondo Beach, CA

Mailing Address

Phone number

(310) 245-3668

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	61
AUM (Assets Under Management)	$ 14,645,692

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Gregory A. Taylor

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Allen Taylor's CRS (Customer Relationship Summary).

Certified licenses

Experience

TAYLOR STRATEGIC WEALTH MANAGEMENT, LLC

EDWARD JONES

EDWARD JONES

STATE FARM VP MANAGEMENT CORP.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/7/2016

Series 63

Date: 11/1/2013

SIE

Date: 10/1/2018

Series 7

Date: 5/18/2016

Series 6

Date: 10/18/2013

Current Firm

TAYLOR STRATEGIC WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TAYLOR STRATEGIC WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors