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TK

Taylor L. Kale

PROFICIO CAPITAL PARTNERS LLC
Newton, MA 02458-1655
Some features on this profile are disabled
CRD#: 7197992
TK

Professional summary

Taylor Lynn Kale, who also goes by Topakov, is a registered financial advisor currently at PROFICIO CAPITAL PARTNERS LLC located in Newton, Massachusetts.

Taylor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Taylor has worked at 3 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Topakov

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) - RIA

Click below to view Taylor Lynn Kale'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

January 14, 2025 - Present

PROFICIO CAPITAL PARTNERS LLC

Office #1: 300 Washington Street Ste 951 One Gateway Center, Newton, MA 02458-1655
RIA
CRD#: 269931
Newton, MA
Past

July 14, 2023 - August 19, 2024

TWIN FOCUS CAPITAL PARTNERS, LLC

RIA
CRD#: 140522
BOSTON, MA
Past

April 24, 2020 - March 6, 2023

BOSTON FAMILY ADVISORS LLC

RIA
CRD#: 299060
BOSTON, MA

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".
PC
PROFICIO CAPITAL PARTNERS LLC
PROFICIO CAPITAL PARTNERS LLC

CRD#: 269931 / SEC#: 801-106483

RIA
Registered Investment Advisory firm - (7/31/2015 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
Massachusetts
(1/14/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/9/2020
Uniform Investment Adviser Law Examination

Current Firm

PC
PROFICIO CAPITAL PARTNERS LLC
PROFICIO CAPITAL PARTNERS LLC

CRD#: 269931 / SEC#: 801-106483

RIA
Registered Investment Advisory firm - (7/31/2015 Approved)
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Contact information

Main Address
300 Washington Street Ste 951 One Gateway Center, Newton, MA 02458-1655
Mailing Address
Phone number
(617) 340-8425
Established
Firm type
Fiscal year end
# of Employees
21

SEC notice filing (26 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 PT2 BROCHURE UPDATE 3_25_25 (8/27/2025)

Regulatory assets under management

Total Number of Accounts1,302
AUM (Assets Under Management)$ 3,977,503,248

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
11/19/2024
Cover Page
Report
01/04/2024
Cover Page
Report
09/13/2022
Cover Page
Report

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

PROFICIO CAPITAL PARTNERS LLC

CRD#: 269931Newton, MA 02458-1655

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