Zachary Taylor

Employer firm

Wealth Enhancement Advisory Services, LLC CRD 116407

$122B regulatory AUM 327 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• ERISA 3(38) INVESTMENT MANAGER

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

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

Current Employers

Employment History

• 05/2016 → 12/2017
  Citizens Securities Inc
  Phildelphia, PA
• 12/2017 → 02/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Philadelphia, PA
• 02/2019 → 12/2022
  Td Ameritrade
  Philadelphia, PA
• 12/2022 → 03/2024
  Charles Schwab And Co., Inc.
  Radnor, PA
• 03/2024 → 02/2026
  Blackrock Investments, Llc
  Princeton, NJ
• 03/2024 → 02/2026
  Blackrock
  Princeton, NJ
• 02/2026 → Present
  Wealth Enhancement Group
  Philadelphia, PA
• 02/2026 → Present
  Wealth Enhancement Brokerage Services
  Philadephia, PA
• 02/2026 → Present
  Wealth Enhancement Advisory Services
  Philadelphia, PA

Previous Registrations

• 2024-03-21 → 2026-02-17
  Blackrock Investment Management, Llc
  Princeton, NJ
• 2022-01-26 → 2024-04-04
  Charles Schwab & Co., Inc.
  Radnor, PA
• 2019-03-20 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Philadelphia, PA
  Radnor, PA
• 2019-03-20 → 2022-10-14
  Td Ameritrade, Inc.
  Philadelphia, PA
  Radnor, PA
• 2018-01-11 → 2019-02-25
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Philadelphia, PA
• 2017-07-01 → 2017-12-12
  Citizens Securities, Inc.
  Philadelphia, PA
  Deep River, CT

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-07-01
• S63 Uniform Securities Agent State Law Examination
  2016-09-23

Other Names

• Zachary Taylor
• Zachary Michael Taylor
• Zachary M Taylor