Sally Ann Taylor
Investment adviser representative at Cardinal Point Wealth Management
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Cardinal Point Wealth Management, LLCFeb 2020 to now
- Cardinal Point Capital Management UlcFeb 2020 to now
- Cardinal Point Wealth Management Partners, LLCNov 2021 to Sep 2022
- Keats, Connelly and Associates, LLCOct 2007 to Jan 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Cardinal Point Wealth Management
Legal name: Cardinal Point Capital Management, Ulc
$4.8BAssets managed
2,387Clients
8Advisers
20 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
- 4935024
- Firm CRD
- 140619