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Tailored Wealth Solutions CRD 340266
$272M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
110 Henry St., Saratoga Springs, NY 12866 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Saratoga Springs | NY | 03/2016 | 12/2016 |
| Bank Of America, N.A. | Saratoga Springs | NY | 06/2016 | 12/2016 |
| Target Corp | Wilton | NY | 01/2017 | 06/2026 |
| Tailored Wealth Solutions | Saratoga Springs | NY | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-21 |
| S66 | Uniform Combined State Law Examination | 2001-04-10 |
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