Taylor Hall Sutherland

Employer firm

Halbert Hargrove CRD 105515

$4.20B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2012 → Present
  Halbert Hargrove Global Advisors, Llc
  San Diego, CA

Previous Registrations

• 2007-08-21 → 2012-05-24
  Stifel, Nicolaus & Company, Incorporated
  Morristown, NJ
• 2006-01-19 → 2007-08-21
  Ryan Beck & Co.
  Florham Park, NJ
• 2003-11-11 → 2006-01-06
  Fisher Investments
  Morristown, NJ

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-03-31
• S65 Uniform Investment Adviser Law Examination
  2003-11-10

Designations

• Certified Financial Planner