AdvisorOS Directory
Claim Profile
Unclaimed Profile
CT

Chad Everett Taylor

MDT FINANCIAL ADVISORS, LLC·WEBSTER, Texas
SIE, Series 7, Series 24, Series 31, Series 63, Series 65Clean record28 years registeredMDT FINANCIAL ADVISORS, LLC
455 E. MEDICAL CENTER BLVD, WEBSTER, TX 77598CRD# 2695584Firm CRD# 333289

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Chad Everett Taylor · WEBSTER, TX
Registration
CRD #2695584 · MDT FINANCIAL ADVISORS, LLC · 28 years registered
Brand Profile
Not yet started
01

Career History

MDT FINANCIAL ADVISORS, LLC
May 2026 – present
WELLS FARGO ADVISORS
Jan 2009 – May 2026
HOUSTON, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jun 2002 – Jan 2009
HOUSTON, TX
SALOMON SMITH BARNEY INC.
Jun 1998 – Jun 2002
HOUSTON, TX
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 31
Series 63
Series 65
Registration record
First registered · June 30, 1998
Years registered · 28
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MDT FINANCIAL ADVISORS, LLC
CRD 333289 · SEC 801-131554
AUM
—
Regulatory assets under management
Employees
2
Total firm employees
Services offered by MDT FINANCIAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MDT FINANCIAL ADVISORS, LLC →
Introduction

Speak with Chad

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

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

Looking for a financial advisor in WEBSTER?

Browse all registered financial advisors in WEBSTER, Texas or claim this profile if it's yours.

Browse WEBSTER AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Chad Everett Taylor offer?
Chad Everett Taylor specializes in Financial Planning, Investment Management. Contact their office in WEBSTER, Texas for a consultation.
What are Chad Everett Taylor's credentials?
Chad Everett Taylor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Chad Everett Taylor located?
Chad Everett Taylor is based in WEBSTER, Texas, working with MDT FINANCIAL ADVISORS, LLC. Their office serves clients in the WEBSTER metropolitan area and surrounding communities.
How does Chad Everett Taylor charge for services?
Chad Everett Taylor's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MDT FINANCIAL ADVISORS, LLC?
MDT FINANCIAL ADVISORS, LLC has approximately 2 employees. 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 →

Other Advisors at MDT FINANCIAL ADVISORS, LLC

Larry Wayne Denson
WEBSTER, TX
CFP

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (832)HOUSTON (806)AUSTIN (497)SAN ANTONIO (225)FORT WORTH (165)PLANO (117)THE WOODLANDS (73)ADDISON (38)FRISCO (30)IRVING (30)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile