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Taylor Hogarth

10 Years of Experience
New York, NY
Broker

Taylor Hogarth is a registered investment advisor at Cantor Fitzgerald Investment Advisors, based in New York, NY, with 10 years of industry experience. Taylor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1,286 clients with $2.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
1,286 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.75%
$1.0M - $10.0M0.60%
$10M+0.50%

Under certain circumstances, Cantor Fitzgerald Investment Advisors (CFIA) reserves the right to negotiate fees, which may result in different fees for similar investment management services.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

110 East 59th Street, 7th Floor, New York, NY, 10022

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Cantor Fitzgerald Investment Advisors
June 2022 - Present · 3 yrs 11 mos
Cantor Fitzgerald & CO.
February 2022 - Present · 4 yrs 3 mos
Cantor Fitzgerald & CO.Broker
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
Cantor Fitzgerald & CO.Broker
February 2022 - February 2022 · 0 mos
Foreside Fund Services, LLCBroker
June 2019 - February 2022 · 2 yrs 8 mos
Lord, Abbett & CO. LLC
October 2017 - May 2019 · 1 yr 7 mos
Lord Abbett Distributor LLCBroker
October 2017 - May 2019 · 1 yr 7 mos
Northwestern Mutual Investment Services,llc
November 2016 - December 2016 · 1 mo
Northwestern Mutual Investment Services, LLCBroker
November 2016 - December 2016 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2014 - February 2016 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2014 - February 2016 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2012 - May 2013 · 6 mos
State Registrations9 states
FLGAKYNCNJNYPRSCTN
AdvisorBrokerBoth

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
No exam information available for this advisor.