Zachary T. Taylor

WEST RIDGE ADVISORS

Henderson, NV 89014

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CRD#: 7263775

Professional summary

Zachary Thorne Taylor, AIF®, who also goes by Taylor Thorne Zachary, is a registered financial advisor currently at WEST RIDGE ADVISORS located in Henderson, Nevada.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Zachary has worked at 2 firms and has passed the Series 63, Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

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).

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 11, 2025 - Present

WEST RIDGE ADVISORS

Office #1: 1528 W. Warm Springs Rd #120, Henderson, NV 89014

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

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".

WEST RIDGE ADVISORS

EVERGREEN CAPITAL MANAGEMENT | WEST RIDGE ADVISORS, LLC | WEST RIDGE ADVISORS | EVERGREEN CAPITAL MANAGEMENT LTD

CRD#: 282718 / SEC#: 801-118247

RIA

Registered Investment Advisory firm - (3/13/2020 Approved)

Arizona

Registered Investment Advisory firm - (3/11/2021 Terminated)

California

Registered Investment Advisory firm - (4/10/2021 Terminated)

Nevada

Registered Investment Advisory firm - (4/14/2021 Terminated)

Utah

Registered Investment Advisory firm - (3/11/2021 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

Nevada
(3/11/2025)

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

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

WEST RIDGE ADVISORS

EVERGREEN CAPITAL MANAGEMENT | WEST RIDGE ADVISORS, LLC | WEST RIDGE ADVISORS | EVERGREEN CAPITAL MANAGEMENT LTD

CRD#: 282718 / SEC#: 801-118247

RIA

Registered Investment Advisory firm - (3/13/2020 Approved)

Arizona

Registered Investment Advisory firm - (3/11/2021 Terminated)

California

Registered Investment Advisory firm - (4/10/2021 Terminated)

Nevada

Registered Investment Advisory firm - (4/14/2021 Terminated)

Utah

Registered Investment Advisory firm - (3/11/2021 Terminated)

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Contact information

Main Address

1528 W. Warm Springs Rd #120, Henderson, NV 89014

Mailing Address

Phone number

(702) 547-9483

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRA FORM ADV PART 2 - MARCH 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,068
AUM (Assets Under Management)	$ 268,069,576

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/29/2024	Cover Page	Report
04/10/2023	Cover Page	Report

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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Zachary T. Taylor

Professional summary

Question & Answer

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

WEST RIDGE ADVISORS

ARISTA WEALTH MANAGEMENT, LLC

ARISTA WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

WEST RIDGE ADVISORS

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

WEST RIDGE ADVISORS

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

WEST RIDGE ADVISORS

TRUST BUT VERIFY

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