Taylor Venanzi
Taylor Venanzi is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Haddon Heights, NJ, with 8 years of industry experience. Taylor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
213 White Horse Pike, Haddon Heights, NJ, 08035
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Taylor owns Activate Wealth, LLC since 2019 and works as a financial advisor for Heights Financial Group since 2024, both providing financial planning and investment management services. These activities take nearly full-time hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Activate Wealth LLC
Vicus Capital, INC.
Cetera Advisor Networks LLCBroker
State Registrations12 states
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