Taylor Zavaughn Ally

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2022-07-07
TX	RA	APPROVED	2022-06-28
CA	RA	APPROVED	2022-06-15

Branch Locations

One Bryant Park Pbig - New York, New York, NY 10036 • United States

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

Organization	City	State	From	To
Worden Capital Management Llc	New York	NY	02/2020	10/2020
Worden Capital Management Llc	New York	NY	10/2020	11/2020
Nyc Basketball	New York	NY	06/2014	02/2018
Santander	Whitestone	NY	08/2019	12/2019
Cuny Queens College	Flushing	NY	01/2018	01/2020
Cuny Baruch College	New York	NY	08/2016	10/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	06/2021	Present
Express Tax Service	Jamaica	NY	11/2020	06/2021

02/2020 → 10/2020

Worden Capital Management Llc

New York, NY
10/2020 → 11/2020

Worden Capital Management Llc

New York, NY
06/2014 → 02/2018

Nyc Basketball

New York, NY
08/2019 → 12/2019

Santander

Whitestone, NY
01/2018 → 01/2020

Cuny Queens College

Flushing, NY
08/2016 → 10/2017

Cuny Baruch College

New York, NY
06/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
11/2020 → 06/2021

Express Tax Service

Jamaica, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-06-11

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