Marie M. Taylor

ETESIAN WEALTH ADVISORS

West Linn, OR 97068

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CRD#: 722896

Professional summary

Marie Magdalena Taylor, who also goes by Marie Magdalena Bogdan, is a registered financial advisor currently at ETESIAN WEALTH ADVISORS, INC. located in West Linn, Oregon.

Marie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Marie has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Marie Magdalena Bogdan

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 Marie Magdalena 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

January 13, 2025 - Present

ETESIAN WEALTH ADVISORS, INC.

Office #1: 1969 Willamette Falls Drive, #200, West Linn, OR 97068

RIA

CRD#: 152127

West Linn, OR

Past

March 2, 2016 - December 19, 2024

MOSS ADAMS WEALTH ADVISORS LLC

RIA

CRD#: 108917

SEATTLE, WA

Past

December 19, 2005 - September 20, 2018

MOSS ADAMS SECURITIES & INSURANCE LLC

CRD#: 114950

SEATTLE, WA

Past

October 31, 2005 - December 6, 2005

OSAIC SERVICES, INC.

CRD#: 133763

SCOTTSDALE, AZ

Past

September 8, 1997 - October 31, 2005

SENTRA SECURITIES CORPORATION

CRD#: 10249

PHOENIX, AZ

Past

January 19, 1981 - September 15, 1997

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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".

ETESIAN WEALTH ADVISORS, INC.

ETESIAN WEALTH ADVISORS, INC. | ETESIAN WEALTH ADVISORS, LLC

CRD#: 152127 / SEC#: 801-70785

RIA

Registered Investment Advisory firm - (11/18/2009 Approved)

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

Oregon
(1/16/2025)

IAR

Washington
(1/13/2025)

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: 3/2/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/4/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 9/20/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/17/1981

General Securities Representative Examination

Current Firm

ETESIAN WEALTH ADVISORS, INC.

ETESIAN WEALTH ADVISORS, INC. | ETESIAN WEALTH ADVISORS, LLC

CRD#: 152127 / SEC#: 801-70785

RIA

Registered Investment Advisory firm - (11/18/2009 Approved)

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Contact information

Main Address

1969 Willamette Falls Drive, #200, West Linn, OR 97068

Mailing Address

Phone number

(503) 387-3615

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ETESIAN WEALTH ADVISORS, INC. FORM ADV PART 2A (5/28/2025)

Regulatory assets under management

Total Number of Accounts	930
AUM (Assets Under Management)	$ 426,823,705

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.

Contact information

xxxxx@xxxx.xxx

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Marie M. Taylor

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marie Magdalena Taylor's CRS (Customer Relationship Summary).

Certified licenses

Experience

MOSS ADAMS WEALTH ADVISORS LLC

MOSS ADAMS SECURITIES & INSURANCE LLC

OSAIC SERVICES, INC.

SENTRA SECURITIES CORPORATION

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

ETESIAN WEALTH ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/2/2016

Series 63

Date: 10/4/1986

SIE

Date: 9/20/2018

Series 7

Date: 1/17/1981

Current Firm

ETESIAN WEALTH ADVISORS, INC.

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ETESIAN WEALTH ADVISORS, INC.

TRUST BUT VERIFY

Contact information

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