Taylor Renee Nobriga
Investment adviser representative at Kimery Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
$555MFirm assets
9 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.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Kimery Wealth Management, LLCApr 2023 to now
- B.riley Wealth Management, Inc.Aug 2015 to now
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (TN).
Kimery Wealth Management, LLC
$555MAssets managed
471Clients
6Advisers
9 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
- 6323364
- Firm CRD
- 288229