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DT

Dylan S. Taylor

SPENCER FINANCIAL STRATEGIES
Georgetown, TX 78626
CRD#: 8166965
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DT
Dylan Stewart TaylorSPENCER FINANCIAL STRATEGIES

Professional summary

Dylan Stewart Taylor, who also goes by Dylan S Taylor, is a registered financial advisor currently at SPENCER FINANCIAL STRATEGIES located in Georgetown, Texas.

Dylan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Dylan has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Dylan S 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dylan Stewart 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®
None

Experience

Current

September 26, 2025 - Present

SPENCER FINANCIAL STRATEGIES

Office #1: 501 S Austin Ave Ste 1220, Georgetown, TX 78626
RIA
CRD#: 334095
Georgetown, TX

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
Indiana
(9/26/2025)
IAR
Texas
(9/26/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/12/2025
Uniform Investment Adviser Law Examination

Current Firm

SF
SPENCER FINANCIAL STRATEGIES
DBA SPENCER FINANCIAL STRATEGIES | SPENDES1, LLC | SPENCER FINANCIAL STRATEGIES

CRD#: 334095 / SEC#:

Indiana
Registered Investment Advisory firm - (1/9/2025 Approved)
Texas
Registered Investment Advisory firm - (1/24/2025 Approved)
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Contact information

Main Address
Indianapolis, IN
Mailing Address
3815 River Crossing Pkwy #100, Indianapolis, IN 46240
Phone number
(317) 566-2050
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts123
AUM (Assets Under Management)$ 17,790,000

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.

Company Information

SPENCER FINANCIAL STRATEGIES

CRD#: 334095Georgetown, TX 78626

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