Taylor Ayres
Investment adviser representative at Schwab Wealth Advisory, Inc.
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Schwab Wealth Advisory, Inc.Aug 2026 to now
- Charles Schwab & Co, IncAug 2026 to now
- Creative Planning, LLCApr 2026 to Jul 2026
- Cetera Investment Advisers, LLCJan 2026 to Apr 2026
- Cetera Advisors LLCAug 2024 to Apr 2026
- Cetera Financial Specialists LLCAug 2024 to Apr 2026
- Cetera Investment Services LLCAug 2024 to Apr 2026
- Cetera Wealth Services, LLCAug 2024 to Apr 2026
- Avantax Planning PartnersMar 2023 to Apr 2026
- Avantax Investment Services, Inc.Mar 2023 to Sep 2025
- Bank of America, N.A.Sep 2022 to Feb 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2022 to Feb 2023
- Charles Schwab & Co., Inc.Apr 2021 to Sep 2022
- N/aAug 2019 to Apr 2021
- Sam's ClubApr 2019 to Aug 2019
- N/aJun 2018 to Apr 2019
- Napa Auto PartsApr 2018 to Jun 2018
- N/aMay 2012 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 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
- 7366899
- Firm CRD
- 159035