Allen Taylor Mccroskey

Employer firm

Alphastar Capital Management CRD 157423

$2.50B regulatory AUM 28 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• SUB-ADVISORY SERVICES

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

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

Current Employers

Employment History

• 05/2026 → Present
  Alphastar Capital Management
  Cornelius, NC
• 09/2016 → Present
  Secure Financial Group, Inc.
  Brentwood, TN
• 06/2018 → Present
  Legacytree Foundation
  Spring Hill, TN
• 03/2016 → 09/2016
  Unemployed
  Brentwood, TN

Other Businesses

the name of the other business; Secure Financial Group, LLC whether the business is investment-related; Yes the address of the other business; 205 Powell Pl #352, Brentwood, TN 37027 the nature of the other business; Insurance, Annuities, LTC, Estate Planning, and Property Casualty your position; Part Owner title, or relationship with the other business; Part Owner the start date of your relationship; 09/2019 the approximate number of hours/month you devote to the other business; 170 the number of hours you devote to the other business during securities trading hours; 170 and briefly describe your duties relating to the other business; My duties as partial owner include making business decisions, directing employees, meeting with clients, educating clients, and other normal business activities. The name of the other business; LegacyTree Foundation.  whether the business is investment-related; No. The nature of the other business; a 501(c)3 charitable foundation that I work with to assist their donors and financial professionals to establish charibale contribution. Title, or relationship with the other business; Charitable Planning Specialist, I am a 1099 Contract Employee of LegacyTree Foundation. The start date of your relationship; 06/2018. The approximate number of hours/month you devote to the other business; appox. 10 monthly. The number of hours you devote to the other business during securities trading hours; 8hrs per month.  Briefly describe your duties relating to the other business; To educate Financial Professionals and donors on charitable giving and how LegacyTree Foundation works. 

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-22

Other Names

• Taylor Mccorskey