Brendan Taylor (CRD# 7183763) is an Investment Advisor Representative working at Shield Wealth Advisors in Williamsville, NY and has over 2 years of experience in the finance industry.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1604730
Lytle Investments
CRD# 6254146
Equitable Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Shield Wealth Advisors, LLC | Williamsville, NY | Jul 2020 - Current | 4 |
John W. Haberstro D/b/a Shield Wealth Management | Williamsville, NY | Sep 2019 - Jul 2020 | < 1 |
Unemployed | Norman, OK | May 2019 - Aug 2019 | < 1 |
University Of Oklahoma | Norman, OK | Aug 2014 - May 2019 | 4 |
Lotteryrewards | Troy, NY | May 2018 - Aug 2018 | < 1 |
Unemployed | Little Rock, AR | May 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Feb 2022 |
- NY
-
Total Assets Under Management51MILLIONS
-
Total Number of Accounts268ACCOUNTS
-
Average Account Value$189,834
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, NY, TX
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