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Andrea Taylor

Weatherly Asset Management

Del Mar, CA

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Current Employers
Weatherly Asset Management

832 Camino Del Mar, Suite 4, Del Mar, CA 92014 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-04-19
  • CA RA
    APPROVED
    Since 2022-04-19

Branch Locations

832 Camino Del Mar, Suite 4, Del Mar, CA 92014 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ernst & Young, Llp San Francisco CA 09/2017 07/2020
Weatherly Asset Management Del Mar CA 02/2021 08/2022
Southern Methodist University, Cox School Of Business Dallas TX 09/2012 06/2017
Cakebread Cellars Napa CA 08/2020 11/2020
Weatherly Asset Management, Lp Del Mar CA 09/2022 12/2023
Weatherly Asset Management, Lp Del Mar CA 01/2024 Present
  • 09/2017 → 07/2020
    Ernst & Young, Llp
    San Francisco, CA
  • 02/2021 → 08/2022
    Weatherly Asset Management
    Del Mar, CA
  • 09/2012 → 06/2017
    Southern Methodist University, Cox School Of Business
    Dallas, TX
  • 08/2020 → 11/2020
    Cakebread Cellars
    Napa, CA
  • 09/2022 → 12/2023
    Weatherly Asset Management, Lp
    Del Mar, CA
  • 01/2024 → Present
    Weatherly Asset Management, Lp
    Del Mar, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-19
  • S65 Uniform Investment Adviser Law Examination
    2022-04-19
Designations

View on SEC IAPD

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VANESSA LYNN GRILLO
NOZOMI LAUGHY
Ian Kelly-Thomas

Other Offices

J.P. MORGAN SECURITIES LLC · DEL MAR, CA
J.P. MORGAN SECURITIES LLC · Del Mar, CA
J.P. MORGAN SECURITIES LLC · Del Mar, CA
J.P. MORGAN SECURITIES LLC · Del Mar, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Del Mar, CA
U.S. BANCORP ADVISORS, LLC · Del Mar, CA
FIRST TURN MANAGEMENT, LLC · SOLANA BEACH, CA
FOCUS INVESTMENT ADVISORS, INC · SOLANA BEACH, CA

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