Zachary Daniel Taylor
Investment adviser representative at Lifetime Wealth Management P.C.
10 yearsExperience
1 stateRegistered in
CFADesignation
$216.9MFirm 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Lifetime Wealth Management P.C.Feb 2024 to now
- Connemara GroupJul 2022 to Dec 2023
- Todd County Public SchoolsJun 2021 to Jun 2022
- Slam MiamiMar 2019 to May 2021
- University of MiamiAug 2018 to Jan 2019
- State of FloridaOct 2017 to Jul 2018
- UnemployedJun 2017 to Sep 2017
- University of MiamiAug 2016 to May 2017
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (TX).
Lifetime Wealth Management P.C.
$216.9MAssets managed
119Clients
5Advisers
8 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
- 6175226
- Firm CRD
- 145492