Taylor Renee Escher

Employer firm

Citigroup Global Markets Inc. CRD 7059

$56.0B regulatory AUM 2,481 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

• 01/2017 → 03/2018
  T. Rowe Price
  Tampa, FL
• 10/2016 → 01/2017
  Fis
  St. Petersburg, FL
• 08/2015 → 10/2016
  Unemployed
  Jacksonville, FL
• 03/2015 → 09/2016
  Dawson Orr P.A.
  Jacksonville, FL
• 03/2018 → 12/2022
  Raymond James & Associates
  St Petersburg, FL
• 03/2018 → 12/2022
  Raymond James Financial Services, Inc.
  St Petersburg, FL
• 11/2019 → 12/2022
  Raymond James Financial Services Advisors Inc.
  St. Petersburg, FL
• 01/2023 → Present
  Citigroup
  Tampa, FL

Previous Registrations

• 2019-09-24 → 2022-12-21
  Raymond James & Associates, Inc.
  St. Petersburg, FL
• 2019-11-21 → 2022-12-21
  Raymond James Financial Services Advisors, Inc
  St. Petersburg, FL

Exams

• S66 Uniform Combined State Law Examination
  2019-09-20
• S63 Uniform Securities Agent State Law Examination
  2017-05-15

Other Names

• Taylor Renee King