Andrew J. Taylor
Professional summary
Andrew Jonathan Taylor, who also goes by Drew Taylor, Andrew Taylor, is a registered financial professional currently at PERFORMANCE TRUST CAPITAL PARTNERS, LLC located in Atlanta, Georgia.
Andrew is registered as a RR (Registered Representative) and started their career in finance in 2014. Andrew has worked at 3 firms and has passed the Series 63, SIE, Series 79, Series 87, Series 86 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Andrew Jonathan Taylor's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 19, 2025 - Present
PERFORMANCE TRUST CAPITAL PARTNERS, LLC
Office #1: 3050 Peachtree Road, Nw Suite 270 Two Buckhead Plaza, Atlanta, GA 30305May 24, 2022 - March 25, 2024
KEEFE, BRUYETTE & WOODS, INC.
June 12, 2019 - May 11, 2022
PERFORMANCE TRUST CAPITAL PARTNERS, LLC
June 22, 2017 - October 7, 2020
BSP SECURITIES, LLC
October 13, 2014 - June 20, 2017
KEEFE, BRUYETTE & WOODS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/19/2025)
(8/19/2025)
Exams
FINRA
Nasdaq Stock Market
Current Firm
PERFORMANCE TRUST CAPITAL PARTNERS, LLC
CRD#: 36155 / SEC#: 801-72427, 8-47035
Contact information
FINRA licenses (52 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PT FINANCIAL COMPANIES, LLC | MANAGING MEMBER | |
| BERG, RICHARD SCOTT | BOARD MEMBER | 1077170 |
| BROWN, ERIC PAUL | PRESIDENT - INSTITUTIONAL GROUP / BOARD MEMBER | 4213450 |
| BURESH, ADAM COULTER | BOARD MEMBER | 5216617 |
| DOCHERTY, JENNIFER ANN | CORPORATE SECRETARY | 4587223 |
| DONOVAN, TRACI | GENERAL COUNSEL | 5694928 |
| GAZDA, RYAN M | CHIEF FINANCIAL OFFICER | 4230980 |
| GRAHAM, RICHARD WARWICK JR | PARTNER AND MANAGING DIRECTOR, BOARD MEMBER | 5836195 |
| JOHNSON, CRAIG STEPHEN | MANAGING DIRECTOR - TRADE DESK | 2339510 |
| JOHNSON, ZACHARY ROBERT | BOARD MEMBER | 5192352 |
| LEIBFRIED, BRIAN KEITH | MANAGING DIRECTOR, BOARD MEMBER | 4438951 |
| LOVE, KRISTIN M | CCO & COO | 4370951 |
| SALUTRIC, DAVID RAYMOND | HEAD OF CIA | 6146435 |
| SHAH, CHIRAG | CEO AND PRESIDENT / BOARD MEMBER | 4838599 |
Regulatory assets under management
| Total Number of Accounts | 2 |
| AUM (Assets Under Management) | $ 301,689,867 |
Disclosures
| Regulatory Event | 8 |
Red Flags
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