Zachary T. Taylor

TRICA WEALTH PLANNING

LAS VEGAS, NV

Some features on this profile are disabled

CRD#: 7263775

Professional summary

Zachary Thorne Taylor, AIF®, who also goes by Taylor Thorne Zachary, is a registered financial advisor currently at TRICA WEALTH PLANNING, LLC located in Las Vegas, Nevada.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Zachary has worked at 3 firms and has passed the Series 63, Series 65 and SIE exams.

At a Glance

Always Fiduciary

Aliases

Taylor Thorne Zachary

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 Thorne 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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

March 20, 2026 - Present

TRICA WEALTH PLANNING, LLC

RIA

CRD#: 341055

LAS VEGAS, NV

Past

March 11, 2025 - April 8, 2026

WEST RIDGE ADVISORS

RIA

CRD#: 282718

HENDERSON, NV

Past

January 24, 2022 - March 20, 2025

ARISTA WEALTH MANAGEMENT, LLC

RIA

CRD#: 141504

LAS VEGAS, NV

Past

June 24, 2020 - August 2, 2021

ARISTA WEALTH MANAGEMENT, LLC

RIA

CRD#: 141504

LAS VEGAS, NV

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

Alaska
(4/29/2026)

IAR

Nevada
(3/20/2026)

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

Series 63

Date: 6/24/2021

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 5/28/2020

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 6/14/2021

Securities Industry Essentials Examination

Current Firm

TRICA WEALTH PLANNING, LLC

CRD#: 341055 / SEC#:

Nevada

Registered Investment Advisory firm - (3/4/2026 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Las Vegas, NV

Mailing Address

Phone number

(725) 300-6563

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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

Guy Peel

OSAIC WEALTH, INC.

IAR

HELENA, MT

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

IAR

ESTERO, FL

Jeffrey Meotti

MORGAN STANLEY

IAR

MADISON, CT

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Zachary T. Taylor

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

TRICA WEALTH PLANNING, LLC

WEST RIDGE ADVISORS

ARISTA WEALTH MANAGEMENT, LLC

ARISTA WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/24/2021

Series 65

Date: 5/28/2020

SIE

Date: 6/14/2021

Current Firm

TRICA WEALTH PLANNING, LLC

Contact information

Documents

Red Flags

Company Information

TRICA WEALTH PLANNING, LLC

TRUST BUT VERIFY

Similar Advisors