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Taylor Leigh Field

HAVELI GLOBAL SECURITIES
Austin, TX
·CRD# 6595413·10 years experience

Professional Summary

Taylor Leigh Field, who also goes by Taylor Leigh Short, is a registered financial advisor currently at HAVELI GLOBAL SECURITIES, LLC located in Austin, Texas. Taylor is registered as a RR (Registered Representative) and started their career in finance in 2016. Taylor has worked at 3 firms and has passed the Series 63, Series 7TO, SIE and Series 79 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Taylor Leigh Short

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

10 years in the financial services industry

Current & Past Employments

HAVELI GLOBAL SECURITIES, LLC·CRD# 323042
BD
405 Colorado St, Suite 1600, Austin, TX 78701
May 14, 2026 - Present
BLACKSTONE SECURITIES PARTNERS L.P.·CRD# 17917
BD
New York, NY
July 26, 2021 - February 9, 2026
MORGAN STANLEY & CO. LLC·CRD# 8209
BD
New York, NY
May 19, 2016 - June 10, 2021

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Current Firm

HG
HAVELI GLOBAL SECURITIES, LLC

HAVELI GLOBAL SECURITIES, LLC

CRD#: 323042 / SEC#: 8-70971
BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)

Contact Information

Main Address

405 Colorado St Suite 1600, Austin, TX 78701

Mailing Address

405 Colorado St Suite 1600, Austin, TX 78701

Phone Number

(512) 809-9092

Established

Delaware since 06/24/2022

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (47 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
HAVELI INVESTMENTS LPSOLE MEMBER—
ATTANASIO, ELIZABETH MARIEFINOP5325007
BECK, ERIC JASONCHIEF COMPLIANCE OFFICER4824373
MATHEWS, JASON LAMONTCEO4135959

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
New York
(5/14/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 2022About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Sep 2021About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 79 — Investment Banking Registered Representative Examination

Passed May 2016About the Series 79 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

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

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