Partner · ARS Investment Partners, LLC
Porter Ross Taylor III
CRD 5526845 · Named on Form ADV at one SEC-registered adviser
At a glance
ARS Investment Partners, LLC, an SEC-registered wealth manager based in New York, NY with $2.7 billion in regulatory assets, lists Porter Ross Taylor III on its Form ADV as Partner, a control person.
Firms and roles
- ARS Investment Partners, LLCPartnerWealth manager · New York, NY · $2.7B in regulatory assets
AtlasMembers
Porter’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (8)
- Arnold R. SchmeidlerSenior Partner, ARS Investment Partners, LLC
- Andrew J. SchmeidlerPartner, ARS Investment Partners, LLC
- Stephen R. BurkeManaging Partner and Director, ARS Investment Partners, LLC
- Sean D. LawlessPartner, ARS Investment Partners, LLC
- Trevor W. MaunderDirector, ARS Investment Partners, LLC
3 more people named with Porter on the same filings, with titles and firms. Free in Atlas with a free account.
See all 8 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Porter’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.