Taylor Philip Moran
Investment adviser representative at Guardian Wealth Advisors, LLC
17 yearsExperience
2 statesRegistered in
$300.2MFirm assets
11 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
17 years in the industry.
- Guardian Wealth Advisors, LLCFeb 2024 to now
- Portfolio Advisory Council LLCJun 2018 to Feb 2024
- Concordia UniversityJul 2017 to Jun 2020
- U.S NavyNov 2009 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Guardian Wealth Advisors, LLC
$300.2MAssets managed
260Clients
4Advisers
11 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
- 7335897
- Firm CRD
- 143254