Taylor Nicole Wilcox

Employer firm

Astoria Strategic Wealth, Inc. CRD 113510

$483M regulatory AUM 2 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting

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

Current Employers

Astoria Strategic Wealth, Inc.

New Braunfels, TX • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-10-03

TX RA
APPROVED

Since 2023-10-03

Branch Locations

Humble, TX • United States

New Braunfels, TX • 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

Organization	City	State	From	To
Astoria Strategic Wealth, Inc.	Conroe	TX	09/2023	Present
Full Time Student	Humble	TX	01/2013	07/2019
Chi Baylor St. Luke's Hospital	Houston	TX	07/2019	02/2021
Houston Methodist Hospital	Houston	TX	02/2021	Present
Astoria Strategic Wealth, Inc.	Conroe	TX	01/2023	01/2024
Mayo Clinic Hospital, Methodist Campus	Rochester	MN	06/2018	08/2018

09/2023 → Present

Astoria Strategic Wealth, Inc.

Conroe, TX
01/2013 → 07/2019

Full Time Student

Humble, TX
07/2019 → 02/2021

Chi Baylor St. Luke's Hospital

Houston, TX
02/2021 → Present

Houston Methodist Hospital

Houston, TX
01/2023 → 01/2024

Astoria Strategic Wealth, Inc.

Conroe, TX
06/2018 → 08/2018

Mayo Clinic Hospital, Methodist Campus

Rochester, MN

Other Businesses

Houston Methodist Hospital; Not Investment Related; Houston, TX; Registered Nurse/ Clinical Resource Nurse; 02/2021; 18/MO; 0/MO DURING TRADING HOURS; Works as a PRN

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-09-01

S65 Uniform Investment Adviser Law Examination

2023-09-01

Other Names

Taylor Moulton

View on SEC IAPD