Taylor Boyd
Professional summary
Taylor Boyd, who also goes by Taylor R Boyd, is a registered financial advisor currently at THE BALDWIN GROUP WEALTH ADVISORS, LLC located in Irvine, California.
Taylor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Taylor has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Taylor Boyd's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 12, 2021 - Present
THE BALDWIN GROUP WEALTH ADVISORS, LLC
Office #1: 2211 Michelson Drive Suites 100, & 120, Irvine, CA 92612December 21, 2015 - March 12, 2021
BURNHAM GIBSON WEALTH ADVISORS, INC.
September 16, 2009 - September 16, 2016
EQUITABLE ADVISORS, LLC
July 4, 2008 - April 2, 2026
EQUITABLE ADVISORS, LLC
Primary Firm SEC Registration
THE BALDWIN GROUP WEALTH ADVISORS, LLC
CRD#: 312284 / SEC#: 801-120404
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/12/2021)
(4/19/2023)
Exams
Current Firm
THE BALDWIN GROUP WEALTH ADVISORS, LLC
CRD#: 312284 / SEC#: 801-120404
Contact information
SEC notice filing (34 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,356 |
| AUM (Assets Under Management) | $ 21,043,141,324 |
Red Flags
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