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Taylor R. Boyd
THE BALDWIN GROUP WEALTH ADVISORS
IRVINE, CA 92614
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CRD#: 5435095
TB
Professional summary
Taylor R Boyd is a registered financial advisor currently at THE BALDWIN GROUP WEALTH ADVISORS, LLC located in Irvine, California and EQUITABLE ADVISORS, LLC located in Irvine, California.
Taylor is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Taylor has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 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. Outer Dock Properties, LLC Rental property owner Non Investment related Two hours a month during non-trading. 2. Independent Insurance Agent Non Investment related Ten hours a month during trading hours Offer insurance products to consumers and clients 3. Young Life National Service Center, Colorado Springs, CO. Investment related Board Member (local chapter) Two to five hours a month during non-trading hours. 4. The Baldwin Group Wealth Advisors, LLC. Investment Related -Registered Investment Adviser 2050 Main St., Suite 510, Irvine, CA, 92614 Start Date: Jan 2021. One hundred sixty (plus) hours devoted per month One hundred twenty hours during securities trading hours. Employee of parent company Baldwin Insurance Group, Inc. (through subsidiary The Baldwin Group Financial Services Holdings, LLC) [grouped under The Baldwin Group], 4211 W. Boy Scout Blvd., Suite 800, Tampa, FL 33607. Start date: Jan 2021. 5. Equitable Advisors, LLC Investment related-Registered Representative. 1345 Avenue of the Americas, New York, NY 10105 Twenty hours a month during trading hours. 6. Ashar Group, LLC1, 800 Pembrook Drive, Suite 240, Orlando, FL. Fixed Life Settlements Broker. Ten hours a month during trading hours. 7. Referral arrangement with employer Baldwin Insurance Group, Inc. (through subsidiary The Baldwin Insurance Group Holdings, LLC) [grouped under The Baldwin Group] for insurance products. Start Date: Jan 2021. 8. Sr. Vice President, BGHC Inc., Holding Company. Located at: 2050 Main Street Suite 510 Irvine, CA 92614. Start date: January 2021
CRS (Client Relationship Summary) - RIA
Click below to view Taylor R Boyd'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®
NoneExperience
Current
March 12, 2021 - Present
THE BALDWIN GROUP WEALTH ADVISORS, LLC
Office #1: 2050 Main Street Suite 950, Irvine, CA 92614RIA
CRD#: 312284
IRVINE, CA
Current
July 4, 2008 - Present
EQUITABLE ADVISORS, LLC
Office #1: 2050 Main Street Suite 510, Irvine, CA 92614RIA
BD
CRD#: 6627
Irvine, CA
Past
December 21, 2015 - March 12, 2021
BURNHAM GIBSON WEALTH ADVISORS, INC.
RIA
CRD#: 282035
IRVINE, CA
Past
September 16, 2009 - September 16, 2016
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
IRVINE, CA
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".
TB
THE BALDWIN GROUP WEALTH ADVISORS, LLC
BURNHAM GIBSON WEALTH ADVISORS, LLC | THE BALDWIN GROUP WEALTH ADVISORS, LLC | THE BALDWIN GROUP
CRD#: 312284 / SEC#: 801-120404
RIA
Registered Investment Advisory firm - (2/26/2021 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.RR
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
RR
Arizona(1/15/2020)
RR
California(7/22/2008)
IAR
California(3/12/2021)
RR
Colorado(12/4/2020)
RR
Hawaii(1/21/2021)
RR
Idaho(1/7/2021)
RR
Massachusetts(8/15/2025)
RR
Minnesota(8/15/2025)
IAR
Texas(4/19/2023)
RR
Washington(8/18/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TB
THE BALDWIN GROUP WEALTH ADVISORS, LLC
BURNHAM GIBSON WEALTH ADVISORS, LLC | THE BALDWIN GROUP WEALTH ADVISORS, LLC | THE BALDWIN GROUP
CRD#: 312284 / SEC#: 801-120404
RIA
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Contact information
Main Address
4211 W. Boy Scout Blvd. Suite 800, Tampa, FL 33607
Mailing Address
Phone number
(813) 934-2743
Established
Firm type
Fiscal year end
# of Employees
36
SEC notice filing (35 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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