Claire Taylor
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Blacktower Financial Management (US) LLCOct 2025 to now
- Hoxton Wealth USA LLCApr 2025 to now
- Forth Capital (USA), LLCSep 2024 to Apr 2025
- Blacktower Financial Management (US) LLCJul 2024 to Sep 2024
- Alexander Peter Wealth Management,Sep 2023 to Jul 2024
- Amerity Wealth Management, LLCAug 2023 to Jul 2024
- Forth Capital (USA), LLCJan 2023 to Aug 2023
- St. James's Place Wealth Management PlcDec 2019 to Jan 2023
- Expro North Sea LtdJan 2019 to Dec 2019
- Metron Oil & Gas LimitedJan 2017 to Jan 2019
- JM Taylor AccountantsSep 2016 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Blacktower Financial Management (US) LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7711930
- 289142