Chad E. Taylor

MDT FINANCIAL ADVISORS

WEBSTER, TX 77598

CRD#: 2695584

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Professional summary

Chad Everett Taylor is a registered financial advisor currently at MDT FINANCIAL ADVISORS, LLC located in Webster, Texas.

Chad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Chad has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chad Everett Taylor's CRS (Customer Relationship Summary).

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

May 8, 2026 - Present

MDT FINANCIAL ADVISORS, LLC

Office #1: 455 E Medical Center Blvd Suite 115, Webster, TX 77598

RIA

CRD#: 340925

WEBSTER, TX

Past

January 16, 2009 - May 21, 2026

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

HOUSTON, TX

Past

January 16, 2009 - May 21, 2026

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

HOUSTON, TX

Past

June 14, 2002 - January 22, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

HOUSTON, TX

Past

June 14, 2002 - January 22, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

HOUSTON, TX

Past

June 30, 1998 - June 14, 2002

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

HOUSTON, TX

Past

June 29, 1998 - June 14, 2002

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

February 21, 1996 - June 30, 1998

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

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.

Highlighted states indicate IAR registrations

IAR

Texas
(5/8/2026)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/8/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/10/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 6/11/2004

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 2/20/1996

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/26/2010

General Securities Principal Examination

Current Firm

MDT FINANCIAL ADVISORS, LLC

CRD#: 340925 / SEC#: 801-135557

RIA

Registered Investment Advisory firm - (3/16/2026 120-Day Approval)

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Contact information

Main Address

455 E Medical Center Blvd Suite 115, Webster, TX 77598

Mailing Address

Phone number

(281) 938-1111

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MDT FINANCIAL ADVISORS WRAP BROCHURE (2/13/2026)

MDT FINANCIAL ADVISORS FORM ADV PART 2A BROCHURE (2/13/2026)

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.

Contact information

xxxxx@xxxx.xxx

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We're Here To Help

Advisor Monitoring

Firm Stability Insights

Chad E. Taylor

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chad Everett Taylor's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

UBS FINANCIAL SERVICES INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/8/1998

Series 63

Date: 5/10/1996

SIE

Date: 10/1/2018

Series 31

Date: 6/11/2004

Series 7

Date: 2/20/1996

Series 24

Date: 8/26/2010

Current Firm

MDT FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

MDT FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

Contact information

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