Troy W. Taylor

AVIDIAN WEALTH SOLUTIONS

SAN ANTONIO, TX 78232

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CRD#: 2857707

Professional summary

Troy Wayne Taylor, CFP® is a registered financial advisor currently at AVIDIAN WEALTH SOLUTIONS located in San Antonio, Texas.

Troy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Troy has worked at 10 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 Troy Wayne 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®

CFP^®

Certified Financial Planner

Start date: 2003

Experience

Current

January 16, 2026 - Present

AVIDIAN WEALTH SOLUTIONS

Office #1: 227 North Loop 1604 East Suite 150, San Antonio, TX 78232

RIA

CRD#: 127186

SAN ANTONIO, TX

Past

March 12, 2021 - February 3, 2026

LINSCOMB WEALTH, INC.

RIA

CRD#: 106779

HOUSTON, TX

Past

January 27, 2015 - December 31, 2020

LINSCOMB WEALTH, INC.

RIA

CRD#: 106779

HOUSTON, TX

Past

July 15, 2013 - January 23, 2015

LPL FINANCIAL LLC

RIA

CRD#: 6413

HOUSTON, TX

Past

July 15, 2013 - January 23, 2015

LPL FINANCIAL LLC

CRD#: 6413

HOUSTON, TX

Past

January 26, 2004 - July 11, 2013

AMEGY INVESTMENTS, INC.

RIA

CRD#: 120145

HOUSTON, TX

Past

September 29, 2003 - July 11, 2013

AMEGY INVESTMENTS, INC.

CRD#: 120145

HOUSTON, TX

Past

September 12, 2002 - October 2, 2003

FROST BROKERAGE SERVICES, INC.

CRD#: 17465

SAN ANTONIO, TX

Past

June 30, 2001 - September 10, 2002

WELLS FARGO INVESTMENTS, LLC

RIA

CRD#: 10582

HOUSTON, TX

Past

June 20, 2001 - August 12, 2002

WELLS FARGO BROKERAGE SERVICES, L.L.C.

CRD#: 16100

MINNEAPOLIS, MN

Past

June 20, 2001 - September 10, 2002

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

SAN FRANCISCO, CA

Past

April 1, 2001 - June 13, 2001

WAMU INVESTMENTS, INC.

CRD#: 599

IRVINE, CA

Past

January 26, 1998 - April 1, 2001

BANK UNITED SECURITIES CORP.

CRD#: 30288

HOUSTON, TX

Past

March 31, 1997 - January 16, 1998

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

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".

AVIDIAN WEALTH SOLUTIONS

CRD#: 127186 / SEC#: 801-64386

RIA

Registered Investment Advisory firm - (5/19/2005 Approved)

Texas

Registered Investment Advisory firm - (6/2/2005 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(1/16/2026)

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: 4/21/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/7/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 1/23/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 5/6/1997

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 3/27/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/4/2012

General Securities Principal Examination

Current Firm

AVIDIAN WEALTH SOLUTIONS

CRD#: 127186 / SEC#: 801-64386

RIA

Registered Investment Advisory firm - (5/19/2005 Approved)

Texas

Registered Investment Advisory firm - (6/2/2005 Terminated)

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Contact information

Main Address

800 Town & Country Blvd Ste 410 And Ste 220, Houston, TX 77024

Mailing Address

Phone number

(281) 822-8800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AVIDIAN WEALTH SOLUTIONS DISCLOSURE BROCHURE 2025 (11/25/2025)

Regulatory assets under management

Total Number of Accounts	6,742
AUM (Assets Under Management)	$ 3,994,927,750

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/21/2025	Cover Page	Report
01/02/2025	Cover Page	Report
09/27/2024	Cover Page	Report
01/31/2024	Cover Page	Report
01/29/2024	Cover Page	Report

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

Troy W. Taylor

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Troy Wayne Taylor's CRS (Customer Relationship Summary).

Certified licenses

Experience

LINSCOMB WEALTH, INC.

LINSCOMB WEALTH, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

AMEGY INVESTMENTS, INC.

AMEGY INVESTMENTS, INC.

FROST BROKERAGE SERVICES, INC.

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO BROKERAGE SERVICES, L.L.C.

WELLS FARGO INVESTMENTS, LLC

WAMU INVESTMENTS, INC.

BANK UNITED SECURITIES CORP.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

AVIDIAN WEALTH SOLUTIONS

State Registrations and Notice Filings

Exams

Series 65

Date: 4/21/1997

Series 63

Date: 4/7/1997

SIE

Date: 1/23/2015

Series 31

Date: 5/6/1997

Series 7

Date: 3/27/1997

Series 24

Date: 9/4/2012

Current Firm

AVIDIAN WEALTH SOLUTIONS

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

AVIDIAN WEALTH SOLUTIONS

TRUST BUT VERIFY

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