Inactive

Robert Patrick Taylor

Franklin Lakes, NJ

CRD 3007603

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Employer firm

Cwm, LLC CRD 155344

$50.6B regulatory AUM 248 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers
SUB-ADVISORY SERVICES FOR OTHER INVESTMENT ADVISORY FIRMS

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

Current Employers

Cwm, Llc

14600 Branch St., Omaha, NE 68154 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2015-11-30

NJ RA
APPROVED

Since 2015-11-30

Branch Locations

795 Franklin Avenue Bldg C, Ste 202, Franklin Lakes, NJ 07417 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lpl Financial Llc	Franklin Lakes	NJ	03/2015	01/2017
Cwm, Llc	Omaha	NE	06/2015	Present
Taylor Financial Group	Franklin Lakes	NJ	03/2015	01/2025
Carson Wealth	Franklin Lakes	NJ	01/2025	Present

03/2015 → 01/2017

Lpl Financial Llc

Franklin Lakes, NJ
06/2015 → Present

Cwm, Llc

Omaha, NE
03/2015 → 01/2025

Taylor Financial Group

Franklin Lakes, NJ
01/2025 → Present

Carson Wealth

Franklin Lakes, NJ

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-11-20

S65 Uniform Investment Adviser Law Examination

2015-11-20

Other Names

Robert Patrick Taylor

View on SEC IAPD

Nearby Firms

CEREUS FINANCIAL ADVISORS, LLC

LPL FINANCIAL LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

Michael Thomas Dunne

Dominique Ashley Vitalis

Nearby Offices

CEREUS FINANCIAL ADVISORS, LLC · FRANKLIN LAKES, NJ

CWM, LLC · FRANKLIN LAKES, NJ

LPL FINANCIAL LLC · FRANKLIN LAKES, NJ

More in Franklin Lakes, NJ

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