TC
Taylor H. Cox
CITY CENTER ADVISORS
TROY, MI 48084
Some features on this profile are disabled
CRD#: 7015710
TC
Professional summary
Taylor Howard Cox III, who also goes by Taylor Howard Cox, Ty Cox, is a registered financial advisor currently at CITY CENTER ADVISORS, LLC located in Troy, Michigan.
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 Howard Cox | Ty Cox
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.
City Center Financial, LLC; Investment Related; East Lansing, MI; Insurance Agent; Start 07/2020; 50% of time spent in this practice. Doordash; Not Inv Rel; Southfield, MI; delivery driver; start 09/2022; 16 hrs/mo; 0 during trading.
CRS (Client Relationship Summary) - RIA
Click below to view Taylor Howard Cox III'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®
NoneExperience
Current
July 31, 2020 - Present
CITY CENTER ADVISORS, LLC
Office #1: 888 W. Big Beaver Road Suite 1220, Troy, MI 48084RIA
CRD#: 203513
TROY, MI
Past
February 4, 2019 - November 18, 2019
MORGAN STANLEY
RIA
CRD#: 149777
BLOOMFIELD HILLS, MI
Past
January 4, 2019 - November 18, 2019
MORGAN STANLEY
BD
CRD#: 149777
BLOOMFIELD HILLS, MI
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".
CC
CITY CENTER ADVISORS, LLC
ASPEN CREEK WEALTH MANAGEMENT | KEYSTONE FINANCIAL PARTNERS, INC. | CITY CENTER ADVISORS, LLC | ASPEN CREEK WEALTH MANAGEMENT, INC.
CRD#: 203513 / SEC#: 801-123152
RIA
Registered Investment Advisory firm - (2/4/2022 Approved)California
Registered Investment Advisory firm - (3/12/2022 Terminated)Colorado
Registered Investment Advisory firm - (2/14/2022 Terminated)Florida
Registered Investment Advisory firm - (2/10/2022 Terminated)Georgia
Registered Investment Advisory firm - (3/18/2022 Terminated)Indiana
Registered Investment Advisory firm - (2/11/2022 Terminated)Maryland
Registered Investment Advisory firm - (2/15/2022 Terminated)Massachusetts
Registered Investment Advisory firm - (2/10/2022 Terminated)Michigan
Registered Investment Advisory firm - (2/16/2022 Terminated)New Jersey
Registered Investment Advisory firm - (2/10/2022 Terminated)Ohio
Registered Investment Advisory firm - (2/11/2022 Terminated)Pennsylvania
Registered Investment Advisory firm - (2/10/2022 Terminated)Texas
Registered Investment Advisory firm - (2/10/2022 Terminated)Virginia
Registered Investment Advisory firm - (2/14/2022 Terminated)Wisconsin
Registered Investment Advisory firm - (2/10/2022 Terminated)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
Michigan(7/31/2020)
IAR
Texas(3/19/2021)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/4/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
CC
CITY CENTER ADVISORS, LLC
ASPEN CREEK WEALTH MANAGEMENT | KEYSTONE FINANCIAL PARTNERS, INC. | CITY CENTER ADVISORS, LLC | ASPEN CREEK WEALTH MANAGEMENT, INC.
CRD#: 203513 / SEC#: 801-123152
RIA
Registered Investment Advisory firm - (2/4/2022 Approved)California
Registered Investment Advisory firm - (3/12/2022 Terminated)Colorado
Registered Investment Advisory firm - (2/14/2022 Terminated)Florida
Registered Investment Advisory firm - (2/10/2022 Terminated)Georgia
Registered Investment Advisory firm - (3/18/2022 Terminated)Indiana
Registered Investment Advisory firm - (2/11/2022 Terminated)Maryland
Registered Investment Advisory firm - (2/15/2022 Terminated)Massachusetts
Registered Investment Advisory firm - (2/10/2022 Terminated)Michigan
Registered Investment Advisory firm - (2/16/2022 Terminated)New Jersey
Registered Investment Advisory firm - (2/10/2022 Terminated)Ohio
Registered Investment Advisory firm - (2/11/2022 Terminated)Pennsylvania
Registered Investment Advisory firm - (2/10/2022 Terminated)Texas
Registered Investment Advisory firm - (2/10/2022 Terminated)Virginia
Registered Investment Advisory firm - (2/14/2022 Terminated)Wisconsin
Registered Investment Advisory firm - (2/10/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
888 West Big Beaver Road Suite 1220, Troy, MI 48084
Mailing Address
Phone number
(888) 267-1321
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (19 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,078 |
| AUM (Assets Under Management) | $ 132,436,083 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
