Taylor Kishfy

VIABLE

Malvern, PA

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CRD#: 7269491

Professional summary

Taylor Kishfy, AIF®, who also goes by Taylor James Kishfy, is a registered financial advisor currently at VIABLE located in Malvern, Pennsylvania and BENEFIT FUNDING SERVICES, LLC located in Florham Park, New Jersey.

Taylor is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Taylor has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Taylor James Kishfy

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 Kishfy'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

July 13, 2025 - Present

VIABLE

RIA

CRD#: 322140

Malvern, PA

Current

December 5, 2025 - Present

BENEFIT FUNDING SERVICES, LLC

Office #1: 248 Columbia Turnpike, Suite 317, Florham Park, NJ 07932

CRD#: 44079

Florham Park, NJ

Past

March 12, 2021 - July 14, 2025

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

ROCHELLE PARK, NJ

Past

March 10, 2021 - July 14, 2025

CETERA FINANCIAL SPECIALISTS LLC

CRD#: 10358

ROCHELLE PARK, NJ

Past

November 6, 2020 - March 11, 2021

MML INVESTORS SERVICES, LLC

CRD#: 10409

Edison, NJ

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".

VIABLE

PS WEALTH PARTNERS, LLC | VIABLE PLANNING, LLC | VIABLE | VIAABLE, LLC

CRD#: 322140 / SEC#: 801-130160

RIA

Registered Investment Advisory firm - (4/26/2024 Approved)

Pennsylvania

Registered Investment Advisory firm - (5/24/2024 Terminated)

Texas

Registered Investment Advisory firm - (5/23/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

New Jersey
(7/14/2025)

New Jersey
(12/5/2025)

IAR

Pennsylvania
(7/13/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/18/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/6/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 5/19/2020

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

VIABLE

PS WEALTH PARTNERS, LLC | VIABLE PLANNING, LLC | VIABLE | VIAABLE, LLC

CRD#: 322140 / SEC#: 801-130160

RIA

Registered Investment Advisory firm - (4/26/2024 Approved)

Pennsylvania

Registered Investment Advisory firm - (5/24/2024 Terminated)

Texas

Registered Investment Advisory firm - (5/23/2024 Terminated)

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Contact information

Main Address

Malvern, PA

Mailing Address

145 East Swedesford Rd #1037, Wayne, PA 19087

Phone number

(888) 842-2295

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 VIABLE FORM ADV PART 2A (10/16/2025)

Regulatory assets under management

Total Number of Accounts	486
AUM (Assets Under Management)	$ 135,116,287

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.

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Taylor Kishfy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

BENEFIT FUNDING SERVICES, LLC

CETERA INVESTMENT ADVISERS LLC

CETERA FINANCIAL SPECIALISTS LLC

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

VIABLE

State Registrations and Notice Filings

Exams

Series 66

Date: 12/18/2020

Series 7TO

Date: 11/6/2020

SIE

Date: 5/19/2020

FINRA

Current Firm

VIABLE

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VIABLE

TRUST BUT VERIFY

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