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Carolyn Person Taylor

WEATHERLY ASSET MANAGEMENT LP·DEL MAR, California
Series 3, Series 7, Series 63, Series 65Clean record31 years registeredWEATHERLY ASSET MANAGEMENT LP
832 CAMINO DEL MAR, SUITE 4, DEL MAR, CA 92014CRD# 1258663Firm CRD# 106935

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Carolyn Person Taylor · DEL MAR, CA
Registration
CRD #1258663 · WEATHERLY ASSET MANAGEMENT LP · 31 years registered
Brand Profile
Not yet started
01

Career History

WEATHERLY ASSET MANAGEMENT
Feb 1995 – present
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 7
Series 63
Series 65
Registration record
First registered · February 15, 1995
Years registered · 31
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WEATHERLY ASSET MANAGEMENT LP
CRD 106935 · SEC 801-48177
AUM
$1.3B
Regulatory assets under management
Employees
14
1,294 client accounts
Services offered by WEATHERLY ASSET MANAGEMENT LP
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WEATHERLY ASSET MANAGEMENT LP →
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05

Frequently Asked Questions

What services does Carolyn Person Taylor offer?
Carolyn Person Taylor specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DEL MAR, California for a consultation.
What are Carolyn Person Taylor's credentials?
Carolyn Person Taylor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carolyn Person Taylor located?
Carolyn Person Taylor is based in DEL MAR, California, working with WEATHERLY ASSET MANAGEMENT LP. Their office serves clients in the DEL MAR metropolitan area and surrounding communities.
How does Carolyn Person Taylor charge for services?
Carolyn Person Taylor's firm is compensated through percentage of aum, subscription fees, other: a percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEATHERLY ASSET MANAGEMENT LP?
WEATHERLY ASSET MANAGEMENT LP has approximately 14 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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