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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor Acevedo is an investment advisor representative at Townsquare Capital, LLC. Taylor has been with Townsquare Capital since May 2021. Taylor holds a Series 65 license and is registered in Utah as an Investment Advisor Representative. Taylor has experience working with high-net-worth individuals, other investment advisors, pooled investment vehicles, and corporations or other businesses. Taylor's expertise includes financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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UT
05/10/2022 - Present
Townsquare Capital, LLC (PROVO UT)
IA
Issued 05/09/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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