Tayler Mckenzie Mullen
Investment adviser representative at Corient
10 yearsExperience
1 stateRegistered in
$165.3BFirm assets
4 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
10 years in the industry.
- CorientJan 2025 to now
- Corient Services LLCJan 2025 to now
- Highpost CapitalAug 2023 to Oct 2024
- Aviso Wealth ManagementNov 2019 to Aug 2023
- Thrive Wealth ManagementMar 2017 to Nov 2019
- RBC Dominion SecuritiesSep 2016 to Mar 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
Corient
Legal name: Corient Private Wealth LP
$165.3BAssets managed
26,586Clients
669Advisers
4 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
- 8032156
- Firm CRD
- 319448