Taylor P. Sohns
Investment Adviser Representative at Lifegoal Investments, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Taylor P. Sohns is an investment adviser representative with Lifegoal Investments, LLC in Saratoga Springs, NY, where they have been registered since 2023. They have worked in the securities industry since 2011. They have passed 3 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in Louisiana, New York, and Texas.
Registrations & licenses
- Investment adviser:
- Louisiana, New York, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Franklin TempletonSep 2020 – Aug 2021Rancho Cordova, CA
- Legg MasonMay 2019 – Aug 2020Baltimore, MD
- Lord AbbetApr 2018 – Apr 2019Jersey City, NJ
- Legg MasonOct 2010 – Mar 2018Baltimore, MD
- Forever Young Springs, LLCJul 2017 – no end date reportedSaratoga Springs, NY
- LifeGoal Investments LLCSep 2021 – Jun 2023Saratoga Springs, NY
- LifeGoal Investments LLCSep 2021 – no end date reportedSaratoga Springs, NY
- LifeGoal Investments, LLC fka LifeGoal Wealth Advisors LLCJul 2023 – no end date reportedSaratoga Springs, NY
- LifeGoal Lending LLCOct 2024 – no end date reportedSarasota Springs, NY
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Lifegoal Investments, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
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
Similar advisors in Saratoga Springs, NY
Other advisors whose filed branch office is in the same city.
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 P. Sohns 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.
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