William Wade Taylor

Employer firm

Hartmann Taylor Wealth Management, LLC CRD 310334

$255M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• BILL PAYING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1996 → Present
  Round Rock I.S.D.
  Austin, TX
• 01/2005 → Present
  Non-Profit Alumni Group
  Dallas, TX
• 06/2007 → 10/2020
  Cypress Wealth Management, Llc
  Dallas, TX
• 10/2020 → Present
  Hartmann Taylor Wealth Management, Llc
  Dallas, TX

Previous Registrations

• 2007-06-06 → 2020-10-02
  Cypress Point Wealth Management, Llc
  Dallas, TX
• 1999-09-15 → 2007-07-05
  Carter Advisory Services, Inc
  Dallas, TX
• 2005-10-27 → 2007-06-07
  Raymond James Financial Services, Inc.
  Dallas, TX
  Dallas, TX

Other Businesses

1)INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES.2)DALLAS A&M CLUB; NON INVESTMENT RELATED; 3419 WESTMINSTER, PMB 339, DALLAS, TX 75205; BOARD MEMBER/VOLUNTEER;STARTED 6/1/02; 10HRS/MO.3)12TH MAN FOUNDATION;NON INVESTMENT RELATED; COLLEGE STATION, TX 77844; BOARD MEMBER/VOLUNTEER;1/1/05; 10HRS/YR.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-01-14