Adviser and broker representative · Kestra Advisory Services, LLC
Daniel R. Taylor
CRD 5335825 · Royal Oak, MI
At a glance
Daniel R. Taylor is an investment adviser representative with Kestra Advisory Services, LLC in Royal Oak, MI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Daniel’s SEC record dates to 2009, about 17 years ago. Daniel is also registered as a broker representative.
Current advisory firm
- Kestra Advisory Services, LLCSince June 2019Royal Oak, MI · $80B in regulatory assets
SEC adviser record
- Registered since
- 2009 (17 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Daniel’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.