# Taylor Securities Services

Taylor Securities Services is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/taylor-retirement-services-inc

## Regulatory record

- **CRD number:** 304070
- **SEC file number:** 801-125793
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/304070

## About

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.

## 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.

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Last updated: 2026-06-03T20:00:00.000Z

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