CRD: 304070
Taylor Securities Services, Inc.
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- Custodian
- Broadridge ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-06-2020
- Office Locations
- 1
Office Locations
About Taylor Securities Services, Inc.
Taylor Retirement Services (Taylor Securities Services, Inc.) is a Harrisburg, PA-based retirement-focused advisory firm helping clients build comprehensive strategies using a mix of investments and insurance products. The practice emphasizes financial planning and portfolio construction for retirees, with portfolios often implemented primarily through ETFs alongside fixed income and fund exposures.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MATTHEW ALAN TAYLOR
Financial Advisor, General Partner, President
- CRD
- #2480217
- Ownership
- 75% or more
STACY GRAVES FLEMING
Chief Compliance Officer
- CRD
- #5782272
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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ADAM P KORHUT
Financial Advisor, General Partner
- CRD
- #5810642
JANET M LOWE
Financial Advisor, General Partner
- CRD
- #2048149
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $252,358,558 | $2,035,150 |
| Non-Discretionary | $146,150 | $73,075 |
| Total | $252,504,708 | $2,004,006 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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