Taylor Lynn o'hara Guglielmo
Investment adviser representative at Verdence Capital Advisors, LLC
15 yearsExperience
1 stateRegistered in
$4.6BFirm 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 assetsHourlyFixed or flat fee
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.
- Verdence Capital Advisors, LLCMar 2024 to now
- First Command Advisory Services, Inc.Sep 2017 to Mar 2024
- First Command Financial Planning, Inc.Sep 2017 to Mar 2024
- First Command Insurance Services, Inc.Sep 2017 to Mar 2024
- First CommandOct 2015 to Sep 2017
- Fairfax County Public SchoolsJun 2011 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (VA).
Verdence Capital Advisors, LLC
$4.6BAssets managed
1,876Clients
46Advisers
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
- 6531523
- Firm CRD
- 288512