Profil
Mr. Taylor Thomas is a Financial Advisor at RegentAtlantic Capital LLC.
He is responsible for managing client relationships, coordinating all aspects of client service for the team and conducting financial-based analyses that help clients achieve their financial goals.
Mr. Thomas was previously employed as a Principal by HIGHLAND Financial Advisors LLC.
Mr. Thomas graduated from Ramapo College of New Jersey with a Bachelor of Science in Business Administration with a concentration in Finance, and has been providing Financial Planning services to clients since graduation.
Anciens postes connus de Taylor J. Thomas
| Sociétés | Poste | Fin |
|---|---|---|
RegentAtlantic Capital LLC
 RegentAtlantic Capital LLC Investment ManagersFinance RegentAtlantic Capital LLC (RegentAtlantic) is a SEC-registered investment advisor headquartered in Morristown, New Jersey. The firm was founded in 1997 when EB Advisory Corp. (formed in 1982) and Individual Asset Planning (formed in 1983) joined to form Bugen, Stuart, Korn, & Cordaro, Inc. They changed their name to RegentAtlantic Capital in 2001. In 2021, the firm became a majority-owned subsidiary of CI Private Wealth LLC, which is majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. RegentAtlantic offers global wealth management and asset management advisory services to individual and institutional clients. | Gestionnaire de Portefeuille-Actions | 01/01/2013 |
HIGHLAND Financial Advisors LLC
 HIGHLAND Financial Advisors LLC Investment ManagersFinance HIGHLAND Financial Advisors LLC (HIGHLAND) is an independent registered investment advisor headquartered in Wayne, New Jersey. The firm was originally founded in 1996 as Tyras, Fraasa & Associates LLC. In 2005, after the retirement of Paul F. Tyras, the name was changed to HIGHLAND Financial Advisors LLC. HIGHLAND offers financial planning and investment advisory services to individuals, families, pension and profit-sharing plans, and business entities. | Corporate Officer/Principal | 30/03/2012 |
Formation de Taylor J. Thomas
| Ramapo College of New Jersey | Undergraduate Degree |
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
RegentAtlantic Capital LLC
RegentAtlantic Capital LLC Investment ManagersFinance RegentAtlantic Capital LLC (RegentAtlantic) is a SEC-registered investment advisor headquartered in Morristown, New Jersey. The firm was founded in 1997 when EB Advisory Corp. (formed in 1982) and Individual Asset Planning (formed in 1983) joined to form Bugen, Stuart, Korn, & Cordaro, Inc. They changed their name to RegentAtlantic Capital in 2001. In 2021, the firm became a majority-owned subsidiary of CI Private Wealth LLC, which is majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. RegentAtlantic offers global wealth management and asset management advisory services to individual and institutional clients. | Finance |
HIGHLAND Financial Advisors LLC
HIGHLAND Financial Advisors LLC Investment ManagersFinance HIGHLAND Financial Advisors LLC (HIGHLAND) is an independent registered investment advisor headquartered in Wayne, New Jersey. The firm was originally founded in 1996 as Tyras, Fraasa & Associates LLC. In 2005, after the retirement of Paul F. Tyras, the name was changed to HIGHLAND Financial Advisors LLC. HIGHLAND offers financial planning and investment advisory services to individuals, families, pension and profit-sharing plans, and business entities. | Finance |
