Kailee Rose Taylor
Investment adviser representative at Assetmark, Inc.
13 yearsExperience
1 stateRegistered in
$91.8BFirm assets
27 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.
- Portfolio management
Experience
13 years in the industry.
- Assetmark Brokerage, LLCJul 2023 to now
- Assetmark, Inc.Jan 2023 to now
- Assetmark Financial Holdings, IncJan 2023 to now
- Eggstasy RestaurantMay 2020 to Mar 2023
- Unemployed - EducationAug 2019 to Apr 2020
- Isabella's KitchenAug 2018 to Jul 2019
- Unemployed - EducationJan 2013 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Assetmark, Inc.
$91.8BAssets managed
456,452Clients
217Advisers
27 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
- 7785492
- Firm CRD
- 109018