Taylor Winston Hindle

Employer firm

Mariner CRD 140195

$125B regulatory AUM 216 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2015 → 06/2020
  Fidelity Brokerage Services Llc
  San Diego, CA
• 07/2018 → 02/2020
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 07/2020 → 09/2020
  Tate Asset Managment
  Rancho Santa Fe, CA
• 03/2021 → 07/2023
  Aldrich Wealth Lp
  Carlsbad, CA
• 12/2020 → 02/2021
  Self-Employed
  Encinitas, CA
• 07/2023 → Present
  Mariner Wealth Advisors
  Overland Park, KS

Previous Registrations

• 2021-03-31 → 2023-07-18
  Aldrich Wealth Lp
  Carlsbad, CA
  Carlsbad, CA
• 2020-07-15 → 2020-09-24
  "Tate Asset Management" And "Dco Wealth Management"
  Rancho Santa Fe, CA
• 2018-07-13 → 2020-06-25
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2017-08-29 → 2018-07-13
  Strategic Advisers Llc
  San Diego, CA

Other Businesses

Lifeline Community Services: Not investment related, Vista, CA, Board of Directors, 3 hours per month, 2 hours during trading hours, guiding agency policy, organizing fundraising efforts, participating in strategic planning, ensuring financial solvency, and representing our organization to the community.

Exams

• S66 Uniform Combined State Law Examination
  2017-06-05
• S63 Uniform Securities Agent State Law Examination
  2015-02-18

Designations

• Certified Financial Planner

Other Names

• Taylor Winston Hindle