Robin T. Naylor

SPRYLEN WEALTH MANAGEMENT

Kent, WA

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CRD#: 1392433

Professional summary

Robin Tom Naylor, who also goes by Rob Naylor, Robin T Naylor, is a registered financial advisor currently at SPRYLEN WEALTH MANAGEMENT, LLC located in Kent, Washington and EMERSON EQUITY LLC located in Kent, Washington.

Robin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Robin has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rob Naylor | Robin T Naylor

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)SPRYLEN WEALTH MANAGEMENT, LLC, INVESTMENT-RELATED, 18331 SE 280TH STREET KENT, WA 98042; MANAGED MONEY AND FINCIAL PLANNING, OWNER / MANAGER AS OF JUNE 2018; 30-60 HOURS PER MONTH; MARKETING AND BUILDING A BOOK OF BUSINESS; ASSESSING RISK TOLERANCE, BUILDING PORTFOLIOS, MONITORING, CHANGING ALLOCATIONS AS LIFE CHANGING EVENTS DEVELOP. 2) NAYLOR INSURANCE & FINANCIAL SERVICES, INC. 18831 SE 280TH STREET KENT, WA 98042, SINCE 1994. SALES OF NON-VARIABLE INSURANCE PRODUCTS, THEREFORE, NON INVESTMENT REALTED AS PER INSURANCE INDUSTRY. LIFE AND FIXED AND FIXED INDEXED ANNUITIES ARE "SAVINGS PRODUCTS" MY ROLE IS SALES 30-60 HRS PER MONTH 8AM TO 5 PM PT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robin Tom Naylor's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 2, 2018 - Present

SPRYLEN WEALTH MANAGEMENT, LLC

Office #2: P.o. Box 7144, Covington, WA 98042

RIA

CRD#: 297592

Kent, WA

Current

May 22, 2018 - Present

EMERSON EQUITY LLC

RIA

CRD#: 130032

Kent, WA

Past

December 17, 2014 - July 9, 2018

COLONY PARK FINANCIAL SERVICES LLC.

RIA

CRD#: 41534

KENT, WA

Past

October 14, 2014 - May 25, 2018

SANDLAPPER SECURITIES, LLC

CRD#: 137906

GREENVILLE, SC

Past

January 25, 2012 - December 31, 2012

CENTAURUS FINANCIAL, INC.

RIA

CRD#: 30833

KENT, WA

Past

January 23, 2012 - December 31, 2012

CENTAURUS FINANCIAL, INC.

CRD#: 30833

KENT, WA

Past

June 23, 1998 - January 24, 2012

PACIFIC WEST FINANCIAL CONSULTANTS INC

RIA

CRD#: 108728

COVINGTON, WA

Past

March 19, 1998 - December 31, 2011

PACIFIC WEST SECURITIES, INC.

CRD#: 6390

KENT, WA

Past

March 10, 1993 - December 16, 1997

1717 CAPITAL MANAGEMENT COMPANY

CRD#: 4082

NEWARK, DE

Past

September 13, 1985 - November 20, 1991

G. R. PHELPS & CO., INC.

CRD#: 173

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(5/22/2018)

California
(5/22/2018)

Idaho
(6/17/2025)

Utah
(5/22/2018)

Washington
(5/22/2018)

IAR

Washington
(10/2/2018)

Wyoming
(5/22/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/11/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/21/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/15/1986

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/12/1985

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

SPRYLEN WEALTH MANAGEMENT, LLC

CRD#: 297592 / SEC#:

Washington

Registered Investment Advisory firm - (10/2/2018 Approved)

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Contact information

Main Address

Kent, WA

Mailing Address

Phone number

(253) 638-7121

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	20
AUM (Assets Under Management)	$ 4,958,344

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Robin T. Naylor

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robin Tom Naylor's CRS (Customer Relationship Summary).

Certified licenses

Experience

EMERSON EQUITY LLC

COLONY PARK FINANCIAL SERVICES LLC.

SANDLAPPER SECURITIES, LLC

CENTAURUS FINANCIAL, INC.

CENTAURUS FINANCIAL, INC.

PACIFIC WEST FINANCIAL CONSULTANTS INC

PACIFIC WEST SECURITIES, INC.

1717 CAPITAL MANAGEMENT COMPANY

G. R. PHELPS & CO., INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/11/1998

Series 63

Date: 9/21/1988

SIE

Date: 10/1/2018

Series 7

Date: 3/15/1986

Series 6

Date: 9/12/1985

FINRA

Current Firm

SPRYLEN WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SPRYLEN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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