AdvisorOS Directory
Claim Profile
Unclaimed Profile
TB

Taylor Alexander Bauerle

KAIROS PRIVATE WEALTH, INC.·LAKE MARY, Florida
Clean recordKAIROS PRIVATE WEALTH, INC.
801 INTERNATIONAL PKWY,, LAKE MARY, FL 32746CRD# 6217663Firm CRD# 311653

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Taylor Alexander Bauerle · LAKE MARY, FL
Registration
CRD #6217663 · KAIROS PRIVATE WEALTH, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Taylor Alexander Bauerle is a registered financial advisor based in LAKE MARY, Florida, affiliated with KAIROS PRIVATE WEALTH, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Taylor

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Taylor is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
KAIROS PRIVATE WEALTH, INC.
KAIROS PRIVATE WEALTH, INC.
AUM
$115M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at KAIROS PRIVATE WEALTH, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6217663
Firm CRD# 311653
View on FINRA BrokerCheck →

Looking for a financial advisor in LAKE MARY?

Browse all registered financial advisors in LAKE MARY, Florida or claim this profile if it's yours.

Browse LAKE MARY AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Taylor Alexander Bauerle offer?
Taylor Alexander Bauerle specializes in Financial Planning, Investment Management. Contact their office in LAKE MARY, Florida for a consultation.
What are Taylor Alexander Bauerle's credentials?
Taylor Alexander Bauerle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Taylor Alexander Bauerle located?
Taylor Alexander Bauerle is based in LAKE MARY, Florida, working with KAIROS PRIVATE WEALTH, INC.. Their office serves clients in the LAKE MARY metropolitan area and surrounding communities.
How does Taylor Alexander Bauerle charge for services?
Taylor Alexander Bauerle's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KAIROS PRIVATE WEALTH, INC.?
KAIROS PRIVATE WEALTH, INC. has approximately 3 employees and manages $115M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in LAKE MARY, Florida

John David Alvarez
FAMILYWEALTH ADVISERS LLC·LAKE MARY, FL
Patrick Stephenson Jolliffe
FAMILYWEALTH ADVISERS LLC·LAKE MARY, FL
Aniz Virji
SHARIAPORTFOLIO, INC.·LAKE MARY, FL
Bryant Willis Kirk
CAPACUITY LLC·LAKE MARY, FL
Chad Michael Hunter
QTR FAMILY WEALTH, LLC·LAKE MARY, FL
Raza Hashmi
SHARIAPORTFOLIO, INC.·LAKE MARY, FL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)NAPLES (220)PALM BEACH GARDENS (181)ORLANDO (174)SARASOTA (172)JACKSONVILLE (170)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Request removal of this profile