Winston Taylor
Investment adviser representative at Charles Schwab & Co., Inc.
14 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm 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.
- Financial planning
Experience
14 years in the industry.
- Charles Schwab & Co., Inc.May 2025 to now
- Empower Advisory Group, LLCMar 2024 to May 2025
- Empower Financial Services, IncMar 2024 to May 2025
- UnemployedJul 2023 to Mar 2024
- Robinhood Markets, IncJun 2022 to Jun 2023
- Robinhood Financial, LLCJul 2021 to Jun 2023
- TD AmeritradeJul 2012 to Jun 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 6097205
- Firm CRD
- 5393