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Trey A. Taylor
THRASHER & CHAMBERS WEALTH MANAGEMENT
BENTONVILLE, AR 72712
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CRD#: 7682348
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Professional summary
Trey Alan Taylor, who also goes by Trey Taylor, is a registered financial advisor currently at THRASHER & CHAMBERS WEALTH MANAGEMENT, LLC located in Bentonville, Arkansas and THRASHER & CHAMBERS, INC. located in Bentonville, Arkansas.
Trey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Trey has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Trey 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.
Also registered as a registered representative with Thrasher & Chambers, Inc. Broker Dealer firm is located at 1110 SE 28th Street, Suite 10 Bentonville, AR 72712. Registered Representative. Affiliate of Thrasher & Chambers, Inc. December 2022 . 80 hours per month. 4 hours per trading day. Registered Representative to clients. Trey is also licensed to offer insurance products to clients through Thrasher & Chambers, Inc. Private Investor in Smart Eye Technologies Inc. Non-Investment Related 107 Technology Pkwy. Peachtree Corners, GA 30092 AI multi-factor biometric security software Investor Investor 02/29/2024 Less than 1 hour/month, zero hours during trading hours Zero duties, strictly an investor
CRS (Client Relationship Summary) - RIA
Click below to view Trey Alan 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®
NoneExperience
Current
April 11, 2023 - Present
THRASHER & CHAMBERS WEALTH MANAGEMENT, LLC
Office #1: 1110 Se 28th Street Suite 10, Bentonville, AR 72712RIA
CRD#: 293532
BENTONVILLE, AR
Current
March 6, 2023 - Present
THRASHER & CHAMBERS, INC.
Office #1: 1110 Se 28th Street Suite 10, Bentonville, AR 72712-6706BD
CRD#: 3586
BENTONVILLE, AR
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".
T&
THRASHER & CHAMBERS WEALTH MANAGEMENT, LLC
THRASHER & CHAMBERS WEALTH MANAGEMENT, LLC
CRD#: 293532 / SEC#: 801-132212
RIA
Registered Investment Advisory firm - (4/8/2025 Approved)Arkansas
Registered Investment Advisory firm - (5/19/2025 Terminated)Missouri
Registered Investment Advisory firm - (5/10/2024 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arkansas(4/11/2023)
IAR
Arkansas(4/11/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/6/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
T&
THRASHER & CHAMBERS WEALTH MANAGEMENT, LLC
THRASHER & CHAMBERS WEALTH MANAGEMENT, LLC
CRD#: 293532 / SEC#: 801-132212
RIA
Registered Investment Advisory firm - (4/8/2025 Approved)Arkansas
Registered Investment Advisory firm - (5/19/2025 Terminated)Missouri
Registered Investment Advisory firm - (5/10/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1110 Se 28th Street Suite 10, Bentonville, AR 72712
Mailing Address
Phone number
(479) 273-5333
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 400 |
| AUM (Assets Under Management) | $ 100,000,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
