Gregory Vaughn Taylor

Employer firm

Beacon Pointe Advisors, LLC CRD 119290

$54.9B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 10/2015 → 11/2020
  Mercer Global Advisors Inc.
  Walnut Creek, CA
• 12/2020 → Present
  Beacon Pointe Advisors, Llc
  Campbell, CA

Previous Registrations

• 2014-09-09 → 2020-12-14
  Mercer Global Advisors Inc.
  San Francisco, CA
  Denver, CO
  Walnut Creek, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-11-04
• S65 Uniform Investment Adviser Law Examination
  1993-08-16

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Gregory Taylor
• Gregory V Taylor
• Greg Taylor