Andrea Taylor

WEATHERLY ASSET MANAGEMENT

DEL MAR, CA 92014

Some features on this profile are disabled

CRD#: 7507966

Professional summary

Andrea Taylor is a registered financial advisor currently at WEATHERLY ASSET MANAGEMENT located in Del Mar, California.

Andrea is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Andrea has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Andrea 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

April 19, 2022 - Present

WEATHERLY ASSET MANAGEMENT

Office #1: 832 Camino Del Mar, Suite 4, Del Mar, CA 92014

RIA

CRD#: 106935

DEL MAR, CA

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".

WEATHERLY ASSET MANAGEMENT

WEATHERLY ASSET MANAGEMENT | WEATHERLY ASSET MANAGEMENT LP

CRD#: 106935 / SEC#: 801-48177

RIA

Registered Investment Advisory firm - (1/10/1995 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

California
(4/19/2022)

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: 4/19/2022

Uniform Investment Adviser Law Examination

Current Firm

WEATHERLY ASSET MANAGEMENT

WEATHERLY ASSET MANAGEMENT | WEATHERLY ASSET MANAGEMENT LP

CRD#: 106935 / SEC#: 801-48177

RIA

Registered Investment Advisory firm - (1/10/1995 Approved)

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

832 Camino Del Mar, Suite 4, Del Mar, CA 92014

Mailing Address

Phone number

(858) 259-4507

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

20250228_ADV2A (3/3/2025)

Regulatory assets under management

Total Number of Accounts	1,310
AUM (Assets Under Management)	$ 1,502,521,887

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

Paul Neves

LPL FINANCIAL LLC

IAR

SAN DIEGO, CA

Alice Ruiz

SCHWAB WEALTH ADVISORY, INC.

IAR

San Diego, CA

Nilay Barefield

CETERA INVESTMENT ADVISERS LLC

IAR

San Diego, CA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Andrea Taylor

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

WEATHERLY ASSET MANAGEMENT

Primary Firm SEC Registration

WEATHERLY ASSET MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 4/19/2022

Current Firm

WEATHERLY ASSET MANAGEMENT

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEATHERLY ASSET MANAGEMENT

TRUST BUT VERIFY

Similar Advisors