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Taylor Elizabeth Krout

Raymond James & Associates, Inc.

Boston, MA

Quincy, MA

CRD 6820737

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Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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:

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2023-12-07
  • NH RA
    APPROVED
    Since 2023-12-07

Branch Locations

One International Place Suite 2810, Boston, MA 02110 • United States

Quincy, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Saint Francis University Loretto PA 09/2013 05/2017
Kelly Financial Services Quincy MA 05/2017 07/2019
Raymond James & Associates Boston MA 09/2019 Present
  • 09/2013 → 05/2017
    Saint Francis University
    Loretto, PA
  • 05/2017 → 07/2019
    Kelly Financial Services
    Quincy, MA
  • 09/2019 → Present
    Raymond James & Associates
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-02-21
S65 Uniform Investment Adviser Law Examination 2018-07-24
  • S63 Uniform Securities Agent State Law Examination
    2020-02-21
  • S65 Uniform Investment Adviser Law Examination
    2018-07-24
Designations
  • Certified Financial Planner

View on SEC IAPD

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