SA
Stephen Anthony Taylor
CRD 4448432
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Merited Wealth, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Merited Wealth, Llc
Manager, Cco · 50% – 75% · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗