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MT

Michelle Taylor

GFG SOLUTIONS
ORLANDO, FL 32801
Some features on this profile are disabled
CRD#: 6549977
MT

Professional summary

Michelle Taylor, who also goes by Michelle Elizabeth Mahler, Michelle Elizabeth Mahler, Michelle Elizabeth Taylor, is a registered financial advisor currently at GFG SOLUTIONS located in Orlando, Florida.

Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Michelle has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Michelle Elizabeth Mahler | Michelle Elizabeth Mahler | Michelle Elizabeth 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.
NAME: WMC SC PARTNERS. LLC INV REL: Y ADDR: 329 SOUTHVIEW DRIVE MECHANICSBURG PA 17055 NATURE: RENTAL INCOME POSITION: INVESTOR/OWNER START DATE: 07/01/2023 NO. HR/MO: 0 NO. HR/MO DURING SEC TRADING:0 DUTIES: RENTAL INCOME

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle 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

September 11, 2024 - Present

GFG SOLUTIONS

Office #1: 150 N. Orange Street Suite 340, Orlando, FL 32801
RIA
CRD#: 331977
ORLANDO, FL
Past

January 26, 2024 - February 15, 2025

GFG SOLUTIONS

RIA
CRD#: 328988
ORLANDO, FL
Past

October 21, 2021 - January 4, 2024

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
Orlando, FL
Past

March 31, 2021 - January 4, 2024

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
Orlando, FL
Past

November 28, 2017 - December 23, 2020

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
ORLANDO, FL

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".
GS
GFG SOLUTIONS
GFG INVESTMENTS, LLC | GFG WEALTH, LLC | GFG SOLUTIONS

CRD#: 331977 / SEC#: 801-130954

RIA
Registered Investment Advisory firm - (9/11/2024 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
Florida
(10/3/2024)
IAR
Texas
(9/11/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/4/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/7/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 11/28/2017
Investment Company Products/Variable Contracts Representative Examination

Current Firm

GS
GFG SOLUTIONS
GFG INVESTMENTS, LLC | GFG WEALTH, LLC | GFG SOLUTIONS

CRD#: 331977 / SEC#: 801-130954

RIA
Registered Investment Advisory firm - (9/11/2024 Approved)
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Contact information

Main Address
150 N. Orange Street Suite 340, Orlando, FL 32801
Mailing Address
Phone number
(412) 740-7930
Established
Firm type
Fiscal year end
# of Employees
27

SEC notice filing (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV 2A - FIRM DISCLOSURE BROCHURE (7/21/2025)

Regulatory assets under management

Total Number of Accounts666
AUM (Assets Under Management)$ 228,602,386

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.

Company Information

GFG SOLUTIONS

CRD#: 331977Orlando, FL 32801

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