Taylor L. Palmer

ARGENTARII

CINCINNATI, OH 45209

Some features on this profile are disabled

CRD#: 6337506

Professional summary

Taylor Leigh Palmer, who also goes by Taylor Palmer, is a registered financial advisor currently at ARGENTARII, LLC located in Cincinnati, Ohio.

Taylor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Taylor has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Taylor Palmer

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 Leigh Palmer'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

August 27, 2024 - Present

ARGENTARII, LLC

Office #1: 3825 Edwards Road Ste 650, Cincinnati, OH 45209

RIA

CRD#: 332112

CINCINNATI, OH

Past

March 30, 2021 - July 23, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CINCINNATI, OH

Past

September 9, 2019 - July 23, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CINCINNATI, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ARGENTARII, LLC

CRD#: 332112 / SEC#: 801-130699

RIA

Registered Investment Advisory firm - (7/16/2024 Approved)

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

Ohio
(8/27/2024)

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: 3/29/2021

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/9/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 3/23/2019

Securities Industry Essentials Examination

Current Firm

ARGENTARII, LLC

CRD#: 332112 / SEC#: 801-130699

RIA

Registered Investment Advisory firm - (7/16/2024 Approved)

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

3825 Edwards Road Ste 650, Cincinnati, OH 45209

Mailing Address

Phone number

(513) 488-1600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (11/18/2025)

Regulatory assets under management

Total Number of Accounts	383
AUM (Assets Under Management)	$ 293,787,123

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

Jamie Powell

CAPITAL ADVISORY SERVICES, LLC

IAR

West Chester, OH

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Taylor L. Palmer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Taylor Leigh Palmer's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARGENTARII, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

ARGENTARII, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/29/2021

Series 7TO

Date: 9/9/2019

SIE

Date: 3/23/2019

Current Firm

ARGENTARII, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ARGENTARII, LLC

TRUST BUT VERIFY

Similar Advisors