Taylor A. Chamness

WELA FINANCIAL ADVISORY

San Antonio, TX 78209

Some features on this profile are disabled

CRD#: 6679382

Professional summary

Taylor A Chamness, who also goes by Taylor Austin Chamness, is a registered financial advisor currently at WELA FINANCIAL ADVISORY located in San Antonio, Texas.

Taylor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Taylor has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Taylor Austin Chamness

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 Taylor A Chamness'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 24, 2022 - Present

WELA FINANCIAL ADVISORY

Office #1: 366 W Sunset Rd Building 4, San Antonio, TX 78209

RIA

CRD#: 126266

San Antonio, TX

Past

January 28, 2022 - April 13, 2022

FROST INVESTMENT SERVICES

RIA

CRD#: 286129

San Antonio, TX

Past

July 16, 2019 - December 31, 2021

FROST INVESTMENT SERVICES

RIA

CRD#: 286129

SAN ANTONIO, TX

Past

July 16, 2019 - April 13, 2022

FROST BROKERAGE SERVICES, INC.

CRD#: 17465

SAN ANTONIO, TX

Past

June 22, 2018 - July 12, 2019

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

SAN ANTONIO, TX

Past

August 25, 2016 - July 12, 2019

EQUITABLE ADVISORS, LLC

CRD#: 6627

SAN ANTONIO, TX

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".

WELA FINANCIAL ADVISORY

BRENT FORREST & ASSOCIATES | WELA FINANCIAL ADVISORY | BRENT L. FORREST | BRENT FORREST & ASSOCIATES, L.L.C.

CRD#: 126266 / SEC#: 801-72638

RIA

Registered Investment Advisory firm - (8/3/2011 Approved)

Texas

Registered Investment Advisory firm - (8/3/2011 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
(3/24/2022)

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 65

Date: 6/6/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/27/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/25/2016

General Securities Representative Examination

Current Firm

WELA FINANCIAL ADVISORY

BRENT FORREST & ASSOCIATES | WELA FINANCIAL ADVISORY | BRENT L. FORREST | BRENT FORREST & ASSOCIATES, L.L.C.

CRD#: 126266 / SEC#: 801-72638

RIA

Registered Investment Advisory firm - (8/3/2011 Approved)

Texas

Registered Investment Advisory firm - (8/3/2011 Terminated)

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

366 W Sunset Rd Building 4, San Antonio, TX 78209

Mailing Address

Phone number

(210) 530-9599

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

PART 2A BROCHURE (2/6/2026)

Regulatory assets under management

Total Number of Accounts	1,548
AUM (Assets Under Management)	$ 657,087,013

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.

Similar Advisors

Christopher Hall

LPL FINANCIAL LLC

IAR

San Antonio, TX

Robert Armendariz

EAGLE STRATEGIES LLC

IAR

SAN ANTONIO, TX

Joe-ben O'banion

TITLEIST ASSET MANAGEMENT, LLC

IAR

SAN ANTONIO, TX

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Taylor A. Chamness

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Taylor A Chamness's CRS (Customer Relationship Summary).

Certified licenses

Experience

FROST INVESTMENT SERVICES

FROST INVESTMENT SERVICES

FROST BROKERAGE SERVICES, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

WELA FINANCIAL ADVISORY

State Registrations and Notice Filings

Exams

Series 65

Date: 6/6/2018

Series 63

Date: 9/27/2016

SIE

Date: 10/1/2018

Series 7

Date: 8/25/2016

Current Firm

WELA FINANCIAL ADVISORY

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WELA FINANCIAL ADVISORY

TRUST BUT VERIFY

Similar Advisors