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Carolyn Person Taylor

Weatherly Asset Management

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About Carolyn Person Taylor

Carolyn Taylor is an investment advisor representative with Weatherly Asset Management. Carolyn has been in the industry since 1984 and holds the Series 3, 63, and 65 licenses. She has worked for several firms including NEUBERGER & BERMAN and DEAN WITTER REYNOLDS INC. Carolyn is currently registered in Arizona, California, Florida, Illinois, Louisiana, Massachusetts, Nevada, New Hampshire, New York, Oregon, Texas and Washington. Carolyn specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses.

Firm Information

Carolyn Taylor is currently registered with Weatherly Asset Management. Weatherly Asset Management is an investment advisory firm located in DEL MAR, CA. They provide financial planning, pension consulting, portfolio management for individuals and businesses, and publish periodicals. They manage approximately $1.27 billion in assets for a variety of clients including high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. They are registered with the SEC and have a firm ADV number of 801-48177.
Weatherly Asset Management

832 CAMINO DEL MAR, SUITE 4

DEL MAR, CA 92014

$1.27B

Assets Under Management

362

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

A percentage of assets under advisement

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Carolyn Taylor’s Registration & Firm History

CA

06/21/2016 - Present

Weatherly Asset Management (DEL MAR CA)

NA

11/01/1988 - 07/11/1994

NEUBERGER & BERMAN

NA

11/21/1984 - 03/20/1986

DEAN WITTER REYNOLDS INC.

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Licenses & Designations

IA

Issued 05/14/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/16/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/09/1993

Series 3 - National Commodity Futures Examination

BC

Issued 11/17/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Carolyn Person Taylor.
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