Stephen Anthony Taylor

Employer firm

Merited Wealth, LLC CRD 299549

$186M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 01/2001 → Present
  Stephen A. Taylor, Esq.
  Miami, FL
• 01/2013 → 12/2016
  Bibbitec, Llc
  Miami, FL
• 02/2015 → 12/2019
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 02/2015 → 12/2019
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 09/2021 → Present
  Merited Wealth, Llc (Fka Stephen A. Taylor Wealth Management)
  North Bay Village, FL
• 01/2019 → 09/2021
  Stephen A. Taylor Wealth Management, Llc
  North Bay Village, FL
• 07/2015 → 01/2019
  Taylormade Investments, Llc
  North Bay Village, FL

Previous Registrations

• 2015-02-23 → 2019-12-31
  Cambridge Investment Research Advisors, Inc.
  Miami, FL
  Biscayne Park, FL
  Biscayne Park, FL
  Miami, FL
  North Bay Village, FL
• 2014-03-11 → 2015-03-02
  Transamerica Financial Advisors, Llc
  Biscayne Park, FL
  Carmel, IN
  Miami, FL
• 2006-02-10 → 2008-12-11
  Transamerica Financial Advisors, Llc
  Plantation, FL
  Ft. Lauderdale, FL
  Clearwater, FL

Other Businesses

1)STEPHEN A TAYLOR, ESQ. MIAMI, FL. STARTED 4/2001 AS ATTORNEY. MY LEGAL PRACTICE CONSISTS OF PREPARING WILLS, TRUSTS AND ANCILLARY DOCUMENTS FOR ESTATE PLANNING MATTERS. I MAY HELP CLIENTS OUT WITH CONTRACTS AND GIVE LEGAL ADVICE. SPENDS 2 HR/WK, 2 HR/TRADING. 2)INDEPENDENT INSURANCE AGENT, 11666 J.F. Kennedy Causeway, Suite 501, NORTH BAY VILLAGE, FL, 8/2001 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INSURANCE COMPANIES. INV REL - 1 HR/WK - 1/TRADING. 3) Expert witness opinions and testimony for attorneys and their clients involved in litigation.

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-07-22
• S66 Uniform Combined State Law Examination
  2002-03-11

Designations

• Certified Financial Planner