Adviser and broker representative · Federated Securities Corp.
Jeremy A. Taylor
CRD 5236055 · Boston, MA
At a glance
Jeremy A. Taylor is an investment adviser representative with Federated Securities Corp. in Boston, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jeremy’s SEC record dates to 2007, about 19 years ago. Jeremy is also registered as a broker representative. Designations on file: Chartered Financial Analyst.
Current advisory firms
- Federated Securities Corp.Since October 2025Boston, MA · $0M in regulatory assets
- Federated Investment CounselingSince October 2025Boston, MA · $207B in regulatory assets
- Federated Global Investment Management Corp.Since October 2025Boston, MA · $14B in regulatory assets
- Mdt Advisers, A Division Of Federated Mdta LLCSince October 2025Boston, MA · $26B in regulatory assets
SEC adviser record
- Registered since
- 2007 (19 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 66
- Registered in
- 6 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Jeremy’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
- 6 firmsLocked
- 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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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.
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- Thomas A. AnzioPittsburgh
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