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Edward Tennent Taylor

Beck, MacK & Oliver LLC

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About Edward Tennent Taylor

Edward Tennent Taylor is an investment advisor representative with Beck, Mack & Oliver LLC. Edward has been a registered representative in the financial services industry since 2008, and has held licenses with Barclays Capital Inc. and Lehman Brothers Inc. in the past. Edward's background includes experience with Scopia Capital Management LP and Banbury Partner LP. Edward has a Series 7 and Series 63 license from FINRA. Edward also holds a Series 65 license from the North American Securities Administrators Association (NASAA). Edward is registered in New York and North Carolina as an investment advisor representative.

Firm Information

Edward Taylor is currently registered with Beck, MacK & Oliver LLC. Beck, MacK & Oliver LLC is an investment advisor based in NEW YORK, NY. The firm manages approximately $4.8 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and pooled investment vehicles. The firm offers portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles, as well as selection of other advisors.
Beck, MacK & Oliver LLC

565 FIFTH AVENUE

NEW YORK, NY 10017-7111

$4.76B

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Edward Taylor’s Registration & Firm History

NC

09/28/2021 - Present

Beck, MacK & Oliver LLC (Charlotte NC)

NY

09/22/2008 - 10/15/2009

BARCLAYS CAPITAL INC. (NEW YORK NY)

NY

08/12/2008 - 09/22/2008

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 09/28/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/19/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/11/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Edward Tennent Taylor.
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