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Richard Keith Taylor

Cynosure Group, LLC

Salt Lake City, UT

CRD 4992112

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Employer firm

Cynosure Group, LLC CRD 281399

$9.85B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Cynosure Group, Llc

111 South Main Street Suite 2350, Salt Lake City, UT 84111-1929 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2023-01-27
  • UT RA
    APPROVED
    Since 2023-01-27

Branch Locations

111 South Main Street Suite 2350, Salt Lake City, UT 84111-1929 • 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
OrganizationCityStateFromTo
The Cynosure Group Salt Lake City UT 04/2016 Present
  • 04/2016 → Present
    The Cynosure Group
    Salt Lake City, UT
Previous Registrations
  • 2016-06-30 → 2022-12-31
    Cynosure Group, Llc
    Salt Lake City, UT
  • 2016-08-02 → 2019-01-09
    Cynosure Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-06-29
  • S65 Uniform Investment Adviser Law Examination
    2016-06-29
Other Names
  • Richard Keith Taylor

View on SEC IAPD

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MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL

Nearby Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT

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