Douglas Edward Taylor
Investment adviser representative at Taylor Wealth Management, LLC
22 yearsExperience
1 stateRegistered in
PFS, CFP® certificationDesignations
$170.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Taylor Tax Services, Inc.Aug 2004 to now
- Taylor Wealth Management, LLCMay 2004 to now
Designations
- PFS
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (CA).
Taylor Wealth Management, LLC
$170.5MAssets managed
63Clients
1Advisers
5 yearsIn 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
- 4700387
- Firm CRD
- 132955