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Scott Owen Taylor

CDX Advisors

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About Scott Owen Taylor

Scott Owen Taylor is a financial advisor with CDX Advisors. Scott has been in the financial services industry since 2024. Scott has a Series 63, Series 79TO and SIE license. Scott is registered to sell securities in New York.

Firm Information

Scott Taylor is currently registered with CDX Advisors. CDX Advisors is a Limited Liability Company registered in 19 states and the SEC, formed in December 2013.

Not reported

Assets Under Management

Not reported

Total Clients

7

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.

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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Scott Taylor’s Registration & Firm History

NY

05/09/2024 - Present

CDX Advisors (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/01/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/09/2024

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 03/04/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott Owen Taylor.
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