Unclaimed Profile

Drew Wayne Taylor

POPLAR FOREST CAPITAL LLC·PASADENA, California

SIE, Series 7, Series 26, Series 53, Series 6311 years registeredPOPLAR FOREST CAPITAL LLC

225 SOUTH LAKE AVENUE, PASADENA, CA 91101CRD# 1863774Firm CRD# 145250

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Drew Wayne Taylor · PASADENA, CA

Registration

CRD #1863774 · POPLAR FOREST CAPITAL LLC · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: POPLAR FOREST CAPITAL LLC

LIBERTY WEALTH MANAGEMENT, LLC

Nov 2018 – Oct 2020

OAKLAND, CA

TRANSFORMATIVE WEALTH CONSULTING GROUP LLC

May 2018 – Jun 2018

EL SEGUNDO, CA

HALBERT HARGROVE

Aug 2014 – Jun 2017

LONG BEACH, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 26

Series 53

Series 63

Registration record

First registered · August 26, 2014

Years registered · 11

Disclosure History

1993Employment Separation After Allegations

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

POPLAR FOREST CAPITAL LLC

CRD 145250 · SEC 801-68455

AUM

$1.2B

Regulatory assets under management

Employees

71 client accounts

Services offered by POPLAR FOREST CAPITAL LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at POPLAR FOREST CAPITAL LLC →

Introduction

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Frequently Asked Questions

What services does Drew Wayne Taylor offer?

Drew Wayne Taylor specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory.

What are Drew Wayne Taylor's credentials?

Drew Wayne Taylor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Drew Wayne Taylor located?

Drew Wayne Taylor is based in PASADENA, California, last registered with POPLAR FOREST CAPITAL LLC.

How does Drew Wayne Taylor charge for services?

Drew Wayne Taylor's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is POPLAR FOREST CAPITAL LLC?

POPLAR FOREST CAPITAL LLC has approximately 13 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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