Taylor Ayres

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 04/2021 → 09/2022
  Charles Schwab & Co., Inc.
  Orlando, FL
• 04/2019 → 08/2019
  Sam's Club
  Sanford, FL
• 04/2018 → 06/2018
  Napa Auto Parts
  Sanford, FL
• 05/2012 → 04/2018
  N/A
  Lake Mary, FL
• 06/2018 → 04/2019
  N/A
  Gainesville, FL
• 08/2019 → 04/2021
  N/A
  Lake Mary, FL
• 09/2022 → 02/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Winter Park, FL
• 09/2022 → 02/2023
  Bank Of America, N.A.
  Winter Park, FL
• 03/2023 → 09/2025
  Avantax Investment Services, Inc.
  Lake Mary, FL
• 03/2023 → 04/2026
  Avantax Planning Partners
  Lake Mary, FL
• 08/2024 → 04/2026
  Cetera Investment Services Llc
  Saint Cloud, IL
• 08/2024 → 04/2026
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 08/2024 → 04/2026
  Cetera Advisors Llc
  Greenwood Village, CO
• 08/2024 → 04/2026
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2026 → 04/2026
  Cetera Investment Advisers, Llc
  Shaumburg, IL
• 04/2026 → 07/2026
  Creative Planning, Llc
  Overland Park, KS
• 08/2026 → Present
  Schwab Wealth Advisory, Inc
  Orlando, FL
• 08/2026 → Present
  Charles Schwab & Co, Inc
  Orlando, FL

Previous Registrations

• 2026-06-17 → 2026-08-03
  Creative Planning
  Winter Springs, FL
  Overland Park, KS
• 2026-01-09 → 2026-04-07
  Cetera Investment Advisers Llc
  Dallas, TX
  Dubuque, IA
• 2023-03-27 → 2026-04-07
  Avantax Planning Partners, Inc.
  Lake Mary, FL
  Dubuque, IA
  Dallas, TX
• 2022-10-27 → 2023-02-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Winter Park, FL
  New York, NY
  Jacksonville, FL
  Winter Park, FL
  Winter Park, FL

Exams

• S66 Uniform Combined State Law Examination
  2022-10-21

Designations

• Certified Financial Planner

Other Names

• Taylor Brandon Ayres
• Taylor Ayres