TB
Taylor D. Bryant
CHARLOTTE WEALTH MANAGEMENT
Charlotte, NC 28277
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CRD#: 5862956
TB
Professional summary
Taylor Daniel Bryant is a registered financial advisor currently at CHARLOTTE WEALTH MANAGEMENT, LLC located in Charlotte, North Carolina and LPL FINANCIAL LLC located in Charlotte, North Carolina.
Taylor is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Taylor has worked at 3 firms and has passed the Series 66, SIE and Series 7 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. Charlotte Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Investment Advisor Representative- Start Date: 04/16/2021 - 100 Hours Per Month/80 Hours During Securities Trading - I provide administrative support to Charlotte Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 04/2021. The firm is separate from and independent of LPL Financial. 2. 1/28/2021 - Charlotte Wealth Advisors - Investment Related - At Reported Business Location(s) - Administrative Assistant. - Start Date: 12/15/2020 - 100 Hours Per Month/80 Hours During Securities Trading - I provide administrative support to Charlotte Wealth Advisors, an independent investment advisor firm. I started this business activity in 12/2021. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Taylor Daniel Bryant'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
April 16, 2021 - Present
CHARLOTTE WEALTH MANAGEMENT, LLC
Office #1: 3530 Toringdon Way Suite 108, Charlotte, NC 28277RIA
CRD#: 311058
Charlotte, NC
Current
March 16, 2011 - Present
LPL FINANCIAL LLC
Office #1: 3530 Toringdon Way Ste 108, Charlotte, NC 28277RIA
BD
CRD#: 6413
Charlotte, NC
Past
May 5, 2016 - May 10, 2016
INDEPENDENT ADVISOR ALLIANCE, LLC
RIA
CRD#: 168267
Charlotte, NC
Past
October 26, 2011 - April 16, 2021
LPL FINANCIAL LLC
RIA
CRD#: 6413
FORT MILL, SC
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
North Carolina(7/26/2011)
IAR
North Carolina(4/16/2021)
IAR
South Carolina(9/2/2021)
RR
South Carolina(9/16/2025)
IAR
Texas(9/2/2021)
RR
Virginia(9/16/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CW
CHARLOTTE WEALTH MANAGEMENT, LLC
CHARLOTTE WEALTH MANAGEMENT, LLC
CRD#: 311058 / SEC#:
Florida
Registered Investment Advisory firm - (1/14/2022 Approved)North Carolina
Registered Investment Advisory firm - (1/28/2021 Approved)Ohio
Registered Investment Advisory firm - (11/29/2023 Terminated)South Carolina
Registered Investment Advisory firm - (8/27/2021 Approved)Texas
Registered Investment Advisory firm - (2/9/2021 Conditional Restricted)Virginia
Registered Investment Advisory firm - (9/3/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3530 Toringdon Way Suite 108, Charlotte, NC 28277
Mailing Address
Phone number
(704) 849-1001
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 357 |
| AUM (Assets Under Management) | $ 73,962,915 |
Red Flags
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Company Information
CHARLOTTE WEALTH MANAGEMENT, LLC
CRD#: 311058Charlotte, NC 28277TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
