Taylor Securities Services, Inc.
● SEC registered since 2022CRD 304070SEC# 801-125793Harrisburg, PA
Reg. AUM
$252.5M
Employees
11
Accounts
126
Location
Harrisburg, PA
Taylor Securities Services, Inc. assets under management
Taylor Securities Services, Inc. operates as an SEC-registered investment adviser based in Harrisburg, PA. The firm has been registered since 2022. It reports $252.5 million in regulatory assets under management and employs 11 people.
Taylor Securities Services, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew Alan Taylor Control | President | Over 75% | 2017 |
| Stacy Graves Fleming | Chief Compliance Officer | Under 5% | 2023 |
Frequently asked questions
How much does Taylor Securities Services, Inc. manage?
Taylor Securities Services, Inc. reports $252.5 million in regulatory assets under management on its Form ADV.
How many employees does Taylor Securities Services, Inc. have?
Taylor Securities Services, Inc. reports 11 employees.
Where is Taylor Securities Services, Inc. located?
Taylor Securities Services, Inc. is based in Harrisburg, PA and has been SEC-registered since 2022.
Does Taylor Securities Services, Inc. disclose fund performance?
Taylor Securities Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3113 North Front Street, Harrisburg, PA 17110 |
| Phone | 717-232-5808 |
| Fax | 717-232-5958 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$252.5M▲ 65%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$252.5Mregulatory AUM
Discretionary $252.4MNon-discretionary $146K