David Taylor has been Chief Executive Officer, Chief Investment Officer of MTM Investment Management since May 2018, is a control person of the firm and directly owns under 5% of it. David Taylor holds a B.A. in Economics from Wake Forest University.
MTM Investment Management, LLC is a Spartanburg, SC firm with $678M under management, 424 clients and 5 advisers in one office, as of its July 2026 filing.
David C. Taylor is Chairman and Chief Investment Officer of MTM Investment Management. As one of the firm's Principals he also serves as CEO, chairs the firm's Investment Committee, and supervises portfolio management and financial planning for the firm's clients. Before MTM, he was an advisor and partner with McHam Taylor & Co. and spent time in the Private Client Group of Merrill Lynch.
David Taylor’s longest registration is the current one, 8 years at MTM Investment Management since 2018. Before joining MTM Investment Management in 2018, David Taylor was registered through McHam Taylor & Co. and Raymond James Financial Services Advisors, Inc.
- – present · 8 yearsSpartanburg, SC · Adviser representative · Firm CRD 297500
- McHam Taylor & Co.– · 7 yearsSpartanburg, SC · Adviser representative · Firm CRD 155378
- Raymond James Financial Services Advisors, Inc– · 2 yearsSpartanburg, SC · Adviser representative · Firm CRD 149018
- Raymond James Financial Services– · 7 yearsSpartanburg, SC · Adviser representative · Firm CRD 6694
Professional designations
Listed by MTM Investment Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
David Taylor is registered as an investment adviser representative in 2 states. The first approvals date from September 2018; the most recent is Texas, in November 2018.
- South CarolinaSince 28 September 2018
- TexasSince 9 November 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 26 August 1999 |
| Series 7 | General Securities Representative Examination | 13 August 1999 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David Cordell Taylor
- CRD
- 3238186
- Firm
- MTM Investment Management · CRD 297500
- Role
- Chief Executive Officer, Chief Investment Officer
- Office
- 812 EAST MAIN STREET, Spartanburg, SC 29302
- Registration
- Investment adviser registration
- In the industry since
- November 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mtminvest.com
Where does David Taylor work?
David Taylor has been Chief Executive Officer, Chief Investment Officer of MTM Investment Management, LLC since May 2018, and is a control person of the firm.
Is David Taylor a financial advisor?
Yes. David Taylor has a current investment-adviser registration in South Carolina and Texas, through MTM Investment Management since September 2018.
How many years of experience does David Taylor have?
David Taylor has 24 years in the financial industry, since November 2001, across 4 adviser firms.
What exams has David Taylor passed?
David Taylor has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 1999.
Where did David Taylor work before MTM Investment Management?
Before MTM Investment Management, David Taylor was registered through McHam Taylor & Co., March 2011 to September 2018; Raymond James Financial Services Advisors, Inc, January 2009 to April 2011; Raymond James Financial Services, November 2001 to January 2009.
Where is David Taylor based?
David Taylor’s registered office is in Spartanburg, SC.
Is David Taylor registered with FINRA?
No. David Taylor has no current broker registration.
Is David Taylor a CFP?
MTM Investment Management lists David Taylor with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify David Taylor’s record?
Search CRD 3238186 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Taylor’s full registration record.