Taylor Lassiter is a registered investment advisor, based in Charlotte, NC, with 6 years of industry experience.
Location
1030 Admiral Nelson Ct, Charlotte, NC, 28262
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Regulatory History
Clean regulatory record
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
Vanguard Advisers, INC.
June 2025 - Present · 11 mos
Vanguard Marketing CorporationBroker
June 2025 - Present · 11 mos
Vanguard Marketing Corporation
June 2025 - Present · 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2023 - June 2025 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2023 - June 2025 · 2 yrs 4 mos
J.P. Morgan Securities LLC
September 2020 - December 2022 · 2 yrs 3 mos
J.P. Morgan Securities LLCBroker
September 2020 - December 2022 · 2 yrs 3 mos
Edward Jones
April 2019 - February 2020 · 10 mos
Edward JonesBroker
March 2019 - February 2020 · 11 mos
State Registrations2 states
NCTX
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.