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Taylor Tucker

Advisor at 57 West Capital Advisors, Inc.

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57 West Capital Advisors, Inc. logo

Firm

57 West Capital Advisors, Inc.

Location

Austin, TX 78759

Credentials

Series 63, Series 65

Industry experience

10 years

About

Taylor Tucker is a financial advisor with 10 years of industry experience, currently with 57 West Capital Advisors, Inc. in Austin, TX. He holds Series 63 and Series 65 designations and has previously worked at NYLIFE Securities LLC and The Rainier Financial Group LLC. 57 West Capital Advisors provides discretionary portfolio management focused on equity portfolios for individual investors and investment companies. The firm employs a long-term, buy-and-hold equity strategy with a proprietary selection process and offers services to both U.S. and non-U.S. clients through an offshore affiliate.

Client services

Based on 57 West Capital Advisors, Inc.

Portfolio management

Expertise

Based on 57 West Capital Advisors, Inc.

Active portfolio management Concentrated stock management

Occupation focus

Based on 57 West Capital Advisors, Inc.

Founder/Business Owner

Fee options

Percentage

$0 - $2,000,000: 1.75% annually $2,000,000+: 1.50% annually

Other

Account minimum: $100,000

Location

11615 Angus Road, Suite 104 K

Austin, TX 78759

Most active in

Texas

Work history

57 West Capital Advisors, Inc.

2017 - Present (9 years)

NYLIFE Securities LLC

2017 - 2017 (1 year)

The Rainier Financial Group LLC

2017 - 2017 (1 year)

The Rainier Financial Group LLC

2016 - 2017 (1 year)

Nylife Securities LLc

2014 - 2017 (3 years)

New York Life Ins Co

2014 - 2017 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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