Margaret Preuss Taylor

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 03/2016 → 03/2017
  The Adecco Group - Formerly Vettery
  New York, NY
• 04/2017 → 05/2019
  The Credit Junction
  New York, NY
• 07/2019 → 10/2021
  Pangea Usa, Llc
  Chicago, IL
• 10/2021 → 09/2022
  Hangar Alpha Llc - Cornea, Inc.
  New York, NY
• 09/2022 → 12/2023
  Trips Platform, Inc.
  New York, NY
• 01/2024 → 02/2025
  Na
  New York, NY
• 02/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: HEALY FINANCIAL; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL ADVISORY SERVICES; START DATE: 04/2025; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: ADVISING CLIENTS ON PERSONAL FINANCIAL PLANNING, RETIREMENT STRATEGIES AND WEALTH MANAGEMENT; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 03/2025; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 10; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 3. NAME OF OTHER BUSINESS: BEACON HEALTH SYSTEMS, INVESTMENT RELATED: NO, ADDRESS: 3221 BEACON PKWY, GRANGER, IN 46539, NATURE OF BUSINESS: NON-PROFIT, START DATE: 11/2025, POSITION/TITLE/RELATIONSHIP: VOLUNTEER/INVESTMENT COMMITTEE MEMBER, APX NUMBER OF HOURS PER WEEK: 1, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: OVERSEES BEACON HEALTH SYSTEM'S OPERATING FUNDS AND FOUNDATION ASSETS; 4. NAME OF OTHER BUSINESS: MPT ADVISORS LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ENTITY FOR FEES; START DATE: 1/2026; POSITION/TITLE/RELATIONSHIP: MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: ENTITY USED TO RECEIVE COMPENSATION, EXPENSE MANAGEMENT;

Exams

• S66 Uniform Combined State Law Examination
  2025-06-03
• S63 Uniform Securities Agent State Law Examination
  2014-08-21

Other Names

• Margaret Mary Preuss
• Margaret Preuss
• Margaret Mary Preuss
• Margaret Preuss Taylor
• Margaret Preuss Taylor
• Margot Taylor
• Margaret Mary Preuss