Andrew adam Parker Taggart
Investment adviser representative at Thoughtful Money LLC
15 yearsExperience
1 stateRegistered in
$0Firm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Seminars and workshops
Experience
15 years in the industry.
- Thoughtful Money LLCOct 2023 to now
- Electrum LLCDec 2012 to now
- WealthionApr 2021 to Oct 2023
- Peak ProsperityMay 2012 to Mar 2021
- Greylock Peak Investments, LLCSep 2011 to Oct 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NV).
Thoughtful Money LLC
$0Assets managed
0Clients
1Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2522524
- Firm CRD
- 329306