Asset ManagerRIA · CRD 304070SEC-Registered

Updated:

Taylor Securities Services

TAYLOR SECURITIES SERVICES, INC. is an SEC-registered investment adviser in HARRISBURG, PA, registered since 2022. The firm manages $253 million in assets,...

Taylor Securities Services

TAYLOR SECURITIES SERVICES, INC. is an SEC-registered investment adviser in HARRISBURG, PA, registered since 2022. The firm manages $253 million in assets, $252 million on a discretionary basis. It has 11 employees and 4 investment advisers.

General information

Firm type

Asset Manager

Location

Region

North America

Frequently asked questions

What services does Taylor Securities Services provide?

The firm operates as a stock transfer agent. It maintains shareholder records, processes stock transfers, issues replacement certificates, distributes dividends, and coordinates proxy voting materials on behalf of publicly traded corporate clients.

Does Taylor Securities Services manage investment portfolios?

No. Transfer agents are not asset managers. The firm provides administrative and recordkeeping services related to securities ownership, not investment advice or portfolio management.

Which types of companies typically work with Taylor Securities Services?

Based on its name and market niche, the firm likely serves micro-cap and small-cap publicly traded companies that need a third-party transfer agent to maintain their shareholder register and manage corporate actions.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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