Investment adviser representative · Lavish Financial Planning
Taylor M. Peters
CRD 7581371 · Morristown, NJ
At a glance
Taylor M. Peters is an investment adviser representative with Lavish Financial Planning in Morristown, NJ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Taylor’s SEC record dates to 2022, about 4 years ago. Designations on file: Certified Financial Planner.
Current advisory firms
- Lavish Financial PlanningSince June 2022Morristown, NJ · State-registered or not in the SEC’s list
- Prosperity Road, LLCSince November 2023Santa Ana, CA · $172M in regulatory assets
SEC adviser record
- Registered since
- 2022 (4 years)
- Designations
- Certified Financial Planner
- Exams
- –
- Registered in
- 8 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Taylor’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
- Locked
- 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.