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Taylor Kishfy

Investment Adviser Representative at Viable

Florham Park, NJCRD #7269491Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
6 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Taylor Kishfy is an investment adviser representative with Viable in Florham Park, NJ, where they have been registered since 2025. They have worked in the securities industry since 2020 and were previously registered with Cetera Investment Advisers LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in New Jersey and Pennsylvania.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
New Jersey, Pennsylvania
Broker:
1 state or territory

New Jersey

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 12/18/2020
Series 7
General Securities Representative Examination
Passed 11/6/2020
SIE
Securities Industry Essentials Examination
Passed 5/19/2020

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Benefit Funding Services, LLCCurrent
12/5/2025 – Florham Park, NJ
ViableCurrent
7/13/2025 – Malvern, PA
Cetera Investment Advisers LLC
3/12/2021 – 7/14/2025Rochelle Park, NJ

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Massmutual
    Jun 2020 – Mar 2021Edison, NJ
  2. MML Investors Services
    Jun 2020 – Mar 2021Edison, NJ
  3. Thunder Mountain
    Jul 2014 – Jan 2018Ringwood, NJ
  4. North Jersey Country Club
    Jun 2017 – Oct 2019Wayne, NJ
  5. Allied Power LLC
    Jan 2018 – Sep 2018Wayne, NJ
  6. Unemployed
    Oct 2019 – Jun 2020Wayne, NJ
  7. Cetera Financal Specialists LLC
    Mar 2021 – Jul 2025Schaumburg, IL
  8. Cetera Investment Advisers LLC
    Mar 2021 – Jul 2025Schaumburg, IL
  9. BGS Capital Management
    Mar 2021 – Jul 2025Rochelle Park, NJ
  10. North Jersey Country CLUB
    Jun 2017 – Oct 2022Wayne, NJ
  11. Thunder Mountain
    Jul 2014 – Sep 2019Ringwood, NJ
  12. Viable Planning, LLC
    Jul 2025 – no end date reportedRochelle Park, NJ

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Viable

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Unknown

Client types the firm serves

Unknown

Firm assets under management

Unknown

Firm disclosures (Form ADV)
Unknown

Source: firm Form ADV filing

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Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Taylor Kishfy has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Taylor Kishfy (Benefit Funding Services) - Advisor Profile