William W. Taylor

HARTMANN TAYLOR WEALTH MANAGEMENT

Dallas, TX 75219

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CRD#: 2821259

Professional summary

William Wade Taylor is a registered financial advisor currently at HARTMANN TAYLOR WEALTH MANAGEMENT, LLC located in Dallas, Texas.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. William has worked at 7 firms and has passed the Series 63, 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.

1)INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES.2)DALLAS A&M CLUB; NON INVESTMENT RELATED; 3419 WESTMINSTER, PMB 339, DALLAS, TX 75205; BOARD MEMBER/VOLUNTEER;STARTED 6/1/02; 10HRS/MO.3)12TH MAN FOUNDATION;NON INVESTMENT RELATED; COLLEGE STATION, TX 77844; BOARD MEMBER/VOLUNTEER;1/1/05; 10HRS/YR.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Wade 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

October 21, 2020 - Present

HARTMANN TAYLOR WEALTH MANAGEMENT, LLC

Office #1: 2346 Victory Park Lane, Dallas, TX 75219

RIA

CRD#: 310334

Dallas, TX

Past

June 6, 2007 - October 2, 2020

CYPRESS POINT WEALTH MANAGEMENT, LLC

RIA

CRD#: 143771

DALLAS, TX

Past

June 4, 2007 - August 1, 2008

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

DALLAS, TX

Past

October 27, 2005 - June 7, 2007

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

DALLAS, TX

Past

September 15, 1999 - July 5, 2007

CARTER ADVISORY SERVICES, INC

RIA

CRD#: 116249

DALLAS, TX

Past

March 15, 1999 - June 7, 2007

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

DALLAS, TX

Past

December 10, 1996 - March 17, 1999

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

December 10, 1996 - March 17, 1999

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HARTMANN TAYLOR WEALTH MANAGEMENT, LLC

CRD#: 310334 / SEC#: 801-119637

RIA

Registered Investment Advisory firm - (10/15/2020 Approved)

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
(10/21/2020)

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

Series 63

Date: 1/14/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 6/5/2003

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 12/9/1996

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/2/2007

General Securities Principal Examination

Current Firm

HARTMANN TAYLOR WEALTH MANAGEMENT, LLC

CRD#: 310334 / SEC#: 801-119637

RIA

Registered Investment Advisory firm - (10/15/2020 Approved)

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Contact information

Main Address

2346 Victory Park Lane, Dallas, TX 75219

Mailing Address

4347 W Northwest Hwy Ste 130 - 345, Dallas, TX 75220

Phone number

(972) 833-2684

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

ADV PART 2A- HARTMANN TAYLOR WEALTH MANAGEMENT, LLC (6/4/2025)

Regulatory assets under management

Total Number of Accounts	399
AUM (Assets Under Management)	$ 194,362,603

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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Firm Stability Insights

William W. Taylor

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Wade Taylor's CRS (Customer Relationship Summary).

Certified licenses

Experience

CYPRESS POINT WEALTH MANAGEMENT, LLC

CAMBRIDGE INVESTMENT RESEARCH, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

CARTER ADVISORY SERVICES, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

HARTMANN TAYLOR WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/14/1997

Series 31

Date: 6/5/2003

Series 7

Date: 12/9/1996

Series 24

Date: 11/2/2007

Current Firm

HARTMANN TAYLOR WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HARTMANN TAYLOR WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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