AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
CT

Colin F. Taylor

ALMEGA WEALTH MANAGEMENT
Raleigh, NC
Some features on this profile are disabled
CRD#: 6313822
CT

Professional summary


Colin Frank Taylor, who also goes by Colin Taylor Carrubba, Colin Taylor, is a registered financial advisor currently at ALMEGA WEALTH MANAGEMENT located in Raleigh, North Carolina.

Colin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Colin has worked at 5 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Colin Taylor Carrubba | Colin 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.
Delivery Driver. This is a non-investment-related business. I spend approximately 15 hours per week on this activity which may coincide with securities trading hours. This activity began in October 2025.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Colin Frank Taylor'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®
None

Experience


Current

June 13, 2024 - Present

ALMEGA WEALTH MANAGEMENT

RIA
CRD#: 316840
Raleigh, NC
Past

January 12, 2024 - April 12, 2024

RALEIGH CAPITAL MANAGEMENT INC.

RIA
CRD#: 149538
CARY, NC
Past

October 23, 2023 - December 19, 2023

GUARDIAN WEALTH ADVISORS, LLC

RIA
CRD#: 305412
RALEIGH, NC
Past

October 14, 2020 - October 17, 2023

GUARDIAN WEALTH ADVISORS, LLC

RIA
CRD#: 305412
RALEIGH, NC
Past

January 8, 2019 - October 9, 2020

APTUS CAPITAL ADVISORS, LLC

RIA
CRD#: 167626
RALEIGH, NC
Past

December 14, 2018 - February 15, 2019

GORDON ASSET MANAGEMENT, LLC

RIA
CRD#: 118471
DURHAM, NC

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
Kentucky
(10/20/2025)
IAR
North Carolina
(6/13/2024)
IAR
Virginia
(10/21/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/13/2018
Uniform Investment Adviser Law Examination

Current Firm


ALMEGA WEALTH MANAGEMENT
ALMEGA WEALTH MANAGEMENT
ALMEGA WEALTH MANAGEMENT | ALMEGA WEALTH MANAGEMENT LLC

CRD#: 316840 / SEC#:

Arizona
Registered Investment Advisory firm - (10/6/2021 Approved)
Florida
Registered Investment Advisory firm - (2/16/2023 Approved)
Indiana
Registered Investment Advisory firm - (4/28/2025 Approved)
Kentucky
Registered Investment Advisory firm - (11/30/2021 Approved)
North Carolina
Registered Investment Advisory firm - (10/7/2021 Approved)
Texas
Registered Investment Advisory firm - (4/11/2022 Conditional Restricted)
Virginia
Registered Investment Advisory firm - (8/29/2022 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
8350 E. Raintree Drive, Suite 215, Scottsdale, AZ 85260
Mailing Address
Phone number
(480) 770-4700
Established
Firm type
Fiscal year end
# of Employees
5

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts626
AUM (Assets Under Management)$ 82,350,237

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.

Company Information


ALMEGA WEALTH MANAGEMENT

ALMEGA WEALTH MANAGEMENT

CRD#: 316840Raleigh, NC

TRUST BUT VERIFY

Monitor Colin Taylor

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics