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TAYLOR SECURITIES SERVICES, INC.

HARRISBURG, PA · CRD 304070 · IAPD ↗ · taylorretirementservices.com · 717-232-5808

$252.5MRegulatory AUM
4Advisory reps
11Employees
0Clients
0Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

71
March 2026 — TAYLOR SECURITIES SERVICES, INC. reported RAUM up 65% ($152.9M -> $252.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2025 — TAYLOR SECURITIES SERVICES, INC. now reports custody of client assets ($77.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
42
August 2024 — TAYLOR SECURITIES SERVICES, INC. notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.