Garrett Patrick Taylor

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2004 → Present
  Ids Life Insurance Company
  Charlotte, NC
• 09/2012 → Present
  Kestra Investment Services, Llc.
  Port Jefferson, NY
• 04/2016 → Present
  Kestra Advisory Services, Llc.
  Port Jefferson, NY

Previous Registrations

• 2004-06-18 → 2012-09-19
  Ameriprise Financial Services, Llc
  Charlotte, NC
  Melville, NY
  Charlotte, NC
  Melville, NY
  Garden City, NY

Other Businesses

Business Name: Advisor Successions INV REL: No Address: 414 Main St suite 203 Port Jefferson NY 11777 NOB: Consulting POS: Owner Start Date: 2/1/2013 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) DESC: Consulting on acquisition and succession planning Business Name: Coastline Insurance Services INV REL: No Address: 414 Main St suite 302 Pt. Jefferson NY 11777 NOB: Insurance POS: Owner Start Date: 9/17/2013 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) DESC: consulting on P&C related matters Business Name: GTCG INV REL: Yes Address: PO BOX 960 REMSENBURG NY 11960 NOB: Consulting POS: Other, CONSULTANT Start Date: 9/7/2012 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) DESC: Consultant Business Name: COASTLINE WEALTH MANAGEMENT POS: Managing Partner NOB: Registered rep activities through Kestra Investment Services INV REL: Yes NUMBER OF HOURS: 136 SECURITIES TRADING HOURS: 119 START DATE: 02/01/2013 ADDRESS: 1303 Main St, Port Jefferson NY 11777 DESC: Providing financial and investment advice Business Name: Kestra Advisory Services, LLC INV REL: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 NOB: Investment Advisory services through Kestra Advisory Services, LLC POS: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) DESC: Investment advisory services Business Name: Garrett Taylor and Shiraz Zaidi INV REL: No Address: 2507 Maneshaw Ln kissimmee FL 34747 NOB: Real Estate POS: owner Start Date: 6/15/2019 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) DESC: Real estate owner Business Name: 1303 Main, LLC INV REL: No Address: 1303 Main St Port Jefferson NY 11777 NOB: Real Estate POS: member Start Date: 8/15/2020 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) DESC: landlord Business Name: 7 CLAW LLC POS: member NOB: Real Estate INV REL: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/25/2022 ADDRESS: 1303 Main St, Port Jefferson NY 11777 DESC: member/owner Business Name: SPRINT MY RIDE LLC POS: Member NOB: Limo/transportation INV REL: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/08/2022 ADDRESS: 1303 Main St, Port Jefferson NY 11777 DESC: Scheduling Business Name: BATTAGLINI&COMPANY, PC SUPERCPA POS: Partner NOB: Tax/Accounting/CPA INV REL: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/01/2023 ADDRESS: 1049 Lancaster Ave, Berwyn PA 19312 DESC: Managing Partner Business Name: CWM MERGER SUB LLC POS: Member NOB: Investment advisory services through an independent outside RIA INV REL: Yes NUMBER OF HOURS: 88 SECURITIES TRADING HOURS: 63 START DATE: 10/07/2024 ADDRESS: 1303 Main St, Port Jefferson NY 11777 DESC: Management, Investment advice and financial planning Business Name: COASTLINE WM PARENT LLC POS: Member NOB: holding company INV REL: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/07/2024 ADDRESS: 1303 Main ST, Port Jefferson NY 11777 DESC: all applicable member duties

Exams

• S66 Uniform Combined State Law Examination
  2004-06-17