Nicholas George Taylor

Employer firm

Equity Services, Inc. CRD 265

$2.78B regulatory AUM 410 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 09/1985 → Present
  Independent Brokers Associates
  Glens Falls, NY
• 02/1987 → Present
  Equity Services, Inc.
  Albany, NY

Other Businesses

*TAYLOR AND LEONARD,553 GLEN STREET,GLENS FALLS, NY 12801,INVESTMENT RELATED, INSURANCE SALES,OWNER,03/31/2011,40 HRS/MTH,DURING TRADING HRS,I AM AN AGENT OR BROKER FOR SEVERAL INSURANCE COMPANIES TO SELL PROPERTY AND CASUALTY AND SECURITIES AND DO SO UNDER DBA TAYLOR ADN LEONARD. *INDIAN GRANDSTANDERS OF GLENS FALLS INC, 10 QUADE STREET,GLEN FALLS,NY 12801,NOT INV RELATED,HIGH SHCOOL BOOSTER CLUB,BOARD OF DIRECTORS, 12/4/2015,2 HRS/MTH,NOT DURING TRADE HRS,BOARD IS A NON-PROFIT THAT SUPPORTS GLENS FALLS HIGH SCHOOL ATHETICS AND STUDENTS. *553 GLEN STREET LLC. 553 GLEN ST, GLENS FALLS, NY 12801. INV REL. OCT 2025. PARTNER OF LLC FOR RENTAL PROPERTY DEEDED TO 553 GLEN ST LLC. MANAGE PROPERTY FINANCIES, REPAIRS, AND MAINTENENCE. DURING SOME TRADE HRS.

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-06-03