Taylor J. Bell

AEQUITAS FINANCIAL

Herriman, UT

Some features on this profile are disabled

CRD#: 7065633

Professional summary

Taylor James Bell, who also goes by Taylor Bell, is a registered financial advisor currently at AEQUITAS FINANCIAL, LLC located in Herriman, Utah.

Taylor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Taylor has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Taylor Bell

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.

Taylor owns and operates Aequitas Bookkeeping, a bookkeeping business where he assists small business owners with their company bookkeeping, accounting, and other financial needs. He has owned this bookkeeping business since July 2022. This activity involves approximately no hours per week during trading hours. Taylor Bell is employed as a Direct Solutions Consultant at Addepar, a performance reporting software company. Taylor has been working at Addepar since February 2023. This activity accounts for approximately up to 20 hours per week during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Taylor James Bell'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

August 14, 2023 - Present

AEQUITAS FINANCIAL, LLC

RIA

CRD#: 325830

Herriman, UT

Past

December 6, 2022 - January 20, 2023

BLUE BARN WEALTH

RIA

CRD#: 107202

OREM, UT

Past

April 8, 2019 - August 26, 2021

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SALT LAKE CITY, UT

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

California
(10/10/2024)

IAR

Utah
(8/14/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/18/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/12/2019

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 4/6/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 3/8/2019

Securities Industry Essentials Examination

Current Firm

AEQUITAS FINANCIAL, LLC

AEQUITAS FINANCIAL | AEQUITAS FINANCIAL, LLC

CRD#: 325830 / SEC#:

California

Registered Investment Advisory firm - (10/10/2024 Approved)

Utah

Registered Investment Advisory firm - (8/14/2023 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Culver City, CA

Mailing Address

Phone number

(801) 641-5960

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 14,972

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Taylor J. Bell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Taylor James Bell's CRS (Customer Relationship Summary).

Certified licenses

Experience

AEQUITAS FINANCIAL, LLC

BLUE BARN WEALTH

FIDELITY BROKERAGE SERVICES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/18/2021

Series 63

Date: 4/12/2019

Series 7TO

Date: 4/6/2019

SIE

Date: 3/8/2019

Current Firm

AEQUITAS FINANCIAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AEQUITAS FINANCIAL, LLC

TRUST BUT VERIFY

Similar Advisors