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Thomas Taylor

Mutual Advisors, LLC

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About Thomas Taylor

Thomas Taylor is a financial advisor with over 17 years of experience in the financial industry. Thomas has held roles at several prominent firms, including Morgan Stanley and Credit Suisse First Boston. Thomas is currently registered with Mutual Advisors, LLC., where he provides financial planning and investment management services to individuals, families, and businesses.

Firm Information

Thomas Taylor is currently registered with Mutual Advisors, LLC. Mutual Advisors, LLC is an investment advisory firm based in Omaha, NE. The firm provides a range of services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and high-net-worth clients. With over 160 registered representatives and advisors, the firm manages over $6.9 billion in assets.
Mutual Advisors, LLC

9140 W DODGE ROAD

OMAHA, NE 68114

$6.95B

Assets Under Management

30

Total Clients

142

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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hourly consulting

Hourly consulting

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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Thomas Taylor’s Registration & Firm History

CA

05/12/2017 - Present

Mutual Advisors, LLC (Los Angeles CA)

CA

06/01/2009 - 05/15/2017

MORGAN STANLEY (BEVERLY HILLS CA)

CA

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (BEVERLY HILLS CA)

CA

08/23/2004 - 04/02/2007

MORGAN STANLEY DW INC. (BEVERLY HILLS CA)

NY

01/17/2003 - 09/08/2004

CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)

NJ

10/08/2001 - 01/17/2003

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

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Licenses & Designations

BOTH

Issued 11/03/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/15/2017

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 10/06/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Taylor.
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