Zachary D. Taylor

LIFETIME WEALTH MANAGEMENT P.C.

Rockwall, TX 75087

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CRD#: 6175226

Professional summary

Zachary Daniel Taylor, who also goes by Zachary D Taylor, is a registered financial advisor currently at LIFETIME WEALTH MANAGEMENT P.C. located in Rockwall, Texas.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Zachary has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Zachary D Taylor

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 Zachary Daniel 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®

None

Experience

Current

March 28, 2024 - Present

LIFETIME WEALTH MANAGEMENT P.C.

Office #1: 560 E. Interstate Hwy 30, Ste 110, Rockwall, TX 75087

RIA

CRD#: 145492

Rockwall, TX

Past

March 29, 2023 - December 1, 2023

THE CONNEMARA GROUP, LLC

RIA

CRD#: 281262

Bowling Gree, KY

Past

July 14, 2014 - July 14, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

JACKSONVILLE, FL

Past

June 2, 2014 - July 14, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

May 17, 2013 - December 24, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

JACKSONVILLE, FL

Past

April 19, 2013 - December 24, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

JACKSONVILLE, FL

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".

LIFETIME WEALTH MANAGEMENT P.C.

EFG FUNDS | LIFETIME WEALTH MANAGEMENT P.C.

CRD#: 145492 / SEC#: 801-113213

RIA

Registered Investment Advisory firm - (5/15/2018 Approved)

Texas

Registered Investment Advisory firm - (5/17/2018 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
(3/28/2024)

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 66

Date: 5/16/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 7/14/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/18/2013

General Securities Representative Examination

Current Firm

LIFETIME WEALTH MANAGEMENT P.C.

EFG FUNDS | LIFETIME WEALTH MANAGEMENT P.C.

CRD#: 145492 / SEC#: 801-113213

RIA

Registered Investment Advisory firm - (5/15/2018 Approved)

Texas

Registered Investment Advisory firm - (5/17/2018 Terminated)

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Contact information

Main Address

560 E. Interstate Hwy 30, Ste 110, Rockwall, TX 75087

Mailing Address

3021 Ridge Road, #a284, Rockwall, TX 75032

Phone number

(972) 771-0650

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE- AUG 2025 (9/17/2025)

Regulatory assets under management

Total Number of Accounts	263
AUM (Assets Under Management)	$ 179,539,148

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

Zachary D. Taylor

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Daniel Taylor's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE CONNEMARA GROUP, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

LIFETIME WEALTH MANAGEMENT P.C.

State Registrations and Notice Filings

Exams

Series 66

Date: 5/16/2013

SIE

Date: 7/14/2015

Series 7

Date: 4/18/2013

Current Firm

LIFETIME WEALTH MANAGEMENT P.C.

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LIFETIME WEALTH MANAGEMENT P.C.

TRUST BUT VERIFY

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