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Taylor Alexander Bauerle

KAIROS PRIVATE WEALTH, INC.·LAKE MARY, Florida
Series 7, Series 63, Series 65Clean record6 years registeredKAIROS 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. · 6 years registered
Brand Profile
Not yet started
01

Career History

CAPTRUST
Jan 2023 – present
KAIROS PRIVATE WEALTH, INC.
Jan 2021 – Mar 2023
LAKE MARY, FL
BAUERLE FINANCIAL, INC
Feb 2020 – Apr 2022
DELAND, FL
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · February 11, 2020
Years registered · 6
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KAIROS PRIVATE WEALTH, INC.
CRD 311653 · SEC 801-119996
AUM
$115M
Regulatory assets under management
Employees
3
541 client accounts
Services offered by KAIROS PRIVATE WEALTH, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at KAIROS PRIVATE WEALTH, INC. →
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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.
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