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Taylor Conrad

Argus Investors' Counsel, Inc.

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About Taylor Conrad

Taylor Conrad is an Investment Advisor Representative at Argus Investors' Counsel, Inc., a firm that manages over $164 million in client assets. Taylor is registered with the state of Connecticut and Virginia. Taylor has been working in the financial industry since 2018. Taylor previously worked at Argus Research and Freedom Boat Club. Taylor has a Series 65 license.

Firm Information

Taylor Conrad is currently registered with Argus Investors' Counsel, Inc.. Argus Investors' Counsel, Inc. is a New York-based investment advisor with 6 Investment Adviser Representatives and 5 Investment Advisory Functions. The firm manages approximately $164,146,702 in regulatory assets under management for 286 accounts, primarily for individuals, other investment advisors, and charitable organizations. The firm provides portfolio management for individuals and businesses.
Argus Investors' Counsel, Inc.

61 BROADWAY

NEW YORK, NY 10006-2761

$164.15M

Assets Under Management

21

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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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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please see the "miscellaneous" section of schedule d.

Please see the "miscellaneous" section of schedule d.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Taylor Conrad’s Registration & Firm History

NY

05/23/2022 - Present

Argus Investors' Counsel, Inc. (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/23/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Taylor Conrad.
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