Melissa Taylor
Melissa Taylor is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Latham, NY, with 24 years of industry experience. Melissa is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.
Fee Estimator
Location
19 British American Blvd, Floor 2, Latham, NY, 12110
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Janney Montgomery Scott LLCBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Thomas McdonaldRaymond James & Associates, INC.
- Kristen Mahan, CFPRaymond James & Associates, INC.
- Matthew Hamel, CFPPrincipal Securities, INC.
- John Forte, ChFCEagle Strategies LLC
- Stephen Hasso, CFP, ChFCLPL Enterprise, LLC
- Kristopher Hacker, CFANottingham Advisors INC.