TAYLOR AND TAYLOR FINANCIAL SERVICES USA LLC
Full Contact Details
TAYLOR AND TAYLOR FINANCIAL SERVICES USA LLC
411 THEODORE FREMD AVE, STE 206 SOUTH, RYE, NY
646 201 4865
N/A
Other Info
Taylor and Taylor Financial Services USA LLC is a Delaware-based Limited Liability Company with three employees, all of whom are involved in advisory roles. Although the number of clients served by the firm is unknown, the company's SEC status is listed as approved with a registration date of April 1, 2019.
Plan First Wealth - Cross-Border Retirement Planning
Plan First Wealth helps British expatriates with retirement planning, UK pension transfers, and cross border investments.
Direct Owners
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RICHARD CHRISTOPHER TAYLOR
MANAGING MEMBER, CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER owns 75% or more
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THOMAS MICHAEL QUINN
MANAGING MEMBER & PRESIDENT owns more than 5% but less than 10%