Taylor Lee Condon
Investment adviser representative at Skybound Wealth USA
12 yearsExperience
1 stateRegistered in
$166.5MFirm assets
5 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
- Pension consulting
Experience
12 years in the industry.
- Skybound Wealth USANov 2025 to now
- Skybound Insurance BrokersOct 2025 to now
- Skybound Wealth Europe LtdOct 2025 to now
- Altitude (swm Co)Aug 2025 to now
- Tlc Private WealthFeb 2024 to now
- Swm Financial Planning SaOct 2018 to now
- Nexus GlobalMar 2021 to Jul 2025
- NationwideJan 2014 to Oct 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Skybound Wealth USA
Legal name: Skybound Wealth Management USA, LLC
$166.5MAssets managed
339Clients
12Advisers
5 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
- 8199395
- Firm CRD
- 313358