Unclaimed Profile

Isaiah Taylor Douglass

VINCERE WEALTH MANAGEMENT, LLC·INDIANAPOLIS, Indiana

SIE, Series 7, Series 66CFPClean record11 years registeredVINCERE WEALTH MANAGEMENT, LLC

3500 DEPAUW BLVD., INDIANAPOLIS, IN 46268CRD# 6495080Firm CRD# 293852

Profile Verification

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

Identity

Isaiah Taylor Douglass · INDIANAPOLIS, IN

Registration

CRD #6495080 · VINCERE WEALTH MANAGEMENT, LLC · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VINCERE WEALTH MANAGEMENT, LLC

VINCERE WEALTH MANAGEMENT, LLC

Aug 2020 – Sep 2023

INDIANAPOLIS, IN

ID FINANCIAL PLANNING & WEALTH MANAGEMENT LLC

Jun 2018 – Dec 2020

INDIANAPOLIS, IN

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Aug 2015 – Jun 2018

INDIANAPOLIS, IN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · August 7, 2015

Years registered · 11

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VINCERE WEALTH MANAGEMENT, LLC

CRD 293852 · SEC 801-123356

AUM

$62M

Regulatory assets under management

Employees

731 client accounts

Services offered by VINCERE WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VINCERE WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Isaiah Taylor Douglass offer?

Isaiah Taylor Douglass specializes in Financial Planning, Investment Management.

What are Isaiah Taylor Douglass's credentials?

Isaiah Taylor Douglass holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Isaiah Taylor Douglass located?

Isaiah Taylor Douglass is based in INDIANAPOLIS, Indiana, last registered with VINCERE WEALTH MANAGEMENT, LLC.

How does Isaiah Taylor Douglass charge for services?

Isaiah Taylor Douglass's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VINCERE WEALTH MANAGEMENT, LLC?

VINCERE WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $62M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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