Addison S. Taylor

GILBERT, AZ

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CRD#: 6907794

Professional summary

Addison Scott Taylor, CFP®, who also goes by Addison Taylor, was a registered financial advisor .

Addison is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Addison had worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Addison 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.

NAME OF BUSINESS: CTMG NON-INVESTMENT/INVESTMENT RELATED: Non-Investment Related ADDRESS (City/State): Gilbert, AZ NATURE OF BUSINESS: Restaurant POSITION: Chief Financial Officer START DATE (Month/Year): 04/2023 APPROXIMATE HOURS PER MONTH: 160 NUMBER OF HOURS DURING TRADING HOURS: 100 DUTIES: Direct day-to-day operational execution while concurrently overseeing all corporate financial strategies, fiscal risk management, and capital allocation.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

July 30, 2026 - Present

GILBERT, AZ

Past

August 28, 2018 - April 25, 2023

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

SCOTTSDALE, AZ

Past

July 18, 2018 - April 25, 2023

VANGUARD MARKETING CORPORATION

CRD#: 7452

SCOTTSDALE, AZ

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

Arizona
(7/30/2026)

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: 7/31/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/18/2018

General Securities Representative Examination

Current firm

No current employment

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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Addison S. Taylor

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

State Registrations and Notice Filings

Exams

Series 66

Date: 7/31/2018

SIE

Date: 10/1/2018

Series 7

Date: 7/18/2018

Current firm

No current employment

Red Flags

Company Information

No current employment

TRUST BUT VERIFY

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