Taylor Mcmain
Professional summary
Taylor Mcmain, CFP®, who also goes by Taylor A Mcmain, Taylor Adam Mcmain, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Chicago, Illinois.
Taylor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Taylor has worked at 3 firms and has passed the Series 63, SIE, Series 7, Series 10 and Series 9 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Taylor Mcmain's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 9, 2026 - Present
SCHWAB WEALTH ADVISORY, INC.
Office #1: 150 S Wacker Dr, Chicago, IL 60606May 31, 2024 - June 29, 2026
BEACON POINTE ADVISORS, LLC
March 24, 2014 - July 24, 2023
CHARLES SCHWAB & CO., INC.
Primary Firm SEC Registration
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/9/2026)
Exams
Current Firm
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
Contact information
SEC notice filing (53 States and Territories)
Red Flags
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