Matthew R. Taylor

KEYBANC CAPITAL MARKETS

Superior, CO 80027

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CRD#: 6422696

Professional summary

Matthew Randall Taylor, who also goes by Matt Taylor, Matthew Taylor, is a registered financial professional currently at KEYBANC CAPITAL MARKETS INC. located in Superior, Colorado.

Matthew is registered as a RR (Registered Representative) and started their career in finance in 2015. Matthew has worked at 1 firm and has passed the Series 63, SIE and Series 52 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Matt Taylor | Matthew Taylor

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) - BD

Click below to view Matthew Randall Taylor'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

May 3, 2019 - Present

KEYBANC CAPITAL MARKETS INC.

Office #1: 1000 South Mccaslin Boulevard, Superior, CO 80027

CRD#: 566

Superior, CO

Past

January 6, 2015 - April 26, 2019

KEYBANC CAPITAL MARKETS INC.

CRD#: 566

CLEVELAND, OH

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(5/3/2019)

California
(5/3/2019)

Colorado
(5/3/2019)

Connecticut
(5/3/2019)

Idaho
(5/3/2019)

Illinois
(5/3/2019)

Indiana
(5/3/2019)

New York
(5/3/2019)

Ohio
(5/3/2019)

Oregon
(5/3/2019)

Pennsylvania
(5/3/2019)

Utah
(5/3/2019)

Washington
(5/3/2019)

Exams

State Security Law Exam

Series 63

Date: 3/6/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 52

Date: 1/6/2015

Municipal Securities Representative Examination

SRO Registrations

FINRA

Current Firm

KEYBANC CAPITAL MARKETS INC.

GRADISON ASSET MANAGEMENT | MCDONALD INVESTMENTS INC. | MCDONALD & COMPANY SECURITIES, INC. | MCDONALD & COMPANY | KEYBANC CAPITAL MARKETS INC.

CRD#: 566 / SEC#: , 8-30177

Broker-Dealer Firm Regulated by FINRA (Chicago district office)

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Contact information

Main Address

127 Public Square, Cleveland, OH 44114

Mailing Address

127 Public Square, Cleveland, OH 44114

Phone number

(216) 689-0803

Established

Ohio since 05/18/1983

Firm type

Corporation

Fiscal year end

December

Firm Size

Large

# of Employees

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
KEYCORP	SOLE SHAREHOLDER
GILBERT, STACY LEE	DIRECTOR	5316644
HAYDEN, WILLIAM PATRICK	CHIEF COMPLIANCE OFFICER	4136632
JANOFSKY, PAULA MARIE	CHIEF OPERATIONS OFFICER, DIRECTOR	2882776
KOVACHICK, MARK ALLAN	DIRECTOR, CFO	5390571
PAINE, ANDREW JACKSON III	MANAGING DIRECTOR, DIRECTOR, HEAD OF CORPORATE AND INVESTMENT BANKING	2450522
PREISER, DOUGLAS WILLIAM	CHIEF EXECUTIVE OFFICER, DIRECTOR	1690776
SKARDA, JOSEPH BRIEL	DIRECTOR	4288186

Disclosures

Regulatory Event	40
Arbitration	15
Bond	1

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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Matthew R. Taylor

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Matthew Randall Taylor's CRS (Customer Relationship Summary).

Certified licenses

Experience

KEYBANC CAPITAL MARKETS INC.

KEYBANC CAPITAL MARKETS INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 3/6/2015

SIE

Date: 10/1/2018

Series 52

Date: 1/6/2015

FINRA

Current Firm

KEYBANC CAPITAL MARKETS INC.

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

KEYBANC CAPITAL MARKETS INC.

TRUST BUT VERIFY

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