Michelle Taylor has been Chief Operations Officer / Chief Compliance Officer of Balanced Wealth Group since November 2023, is a control person of the firm and directly owns under 5% of it.
Balanced Wealth Group LLC is a Westlake, OH firm with $494M under management, 498 clients and 5 advisers across 3 offices, as of its September 2026 filing.
Michelle Taylor’s longest registration was 6 years at Strategic Advisers, Inc. (2008–2014). Before joining Balanced Wealth Group in 2023, Michelle Taylor was registered through MML Investors Services, LLC and Hightower Advisors, LLC.
- Balanced Wealth Group LLCCurrent– present · 2 yearsWestlake, OH · Adviser representative · Firm CRD 328007
- MML Investors Services, LLC– · 1 yearCleveland, OH · Adviser representative · Firm CRD 10409
- Hightower Advisors, LLC– · 1 yearCleveland, OH · Adviser representative · Firm CRD 145323
- Charles Schwab & Co., Inc.– · 2 yearsLyndhurst, OH · Adviser representative · Firm CRD 5393
- Strategic Advisers, Inc.– · 6 yearsWoodmere Village, OH · Adviser representative · Firm CRD 104555
- Strategic Advisers, Inc.– · 4 yearsMarlborough, MA · Adviser representative · Firm CRD 104555
Investment adviser representative registrations
Michelle Taylor is registered as an investment adviser representative in Ohio, since November 2023.
- OhioSince 2 November 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 10 January 2008 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 8 November 2007 |
| Series 24 | General Securities Principal Examination | 31 October 2003 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 September 1995 |
| Series 7 | General Securities Representative Examination | 5 September 1995 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michelle Lynn Taylor
- CRD
- 2638947
- Firm
- Balanced Wealth Group · CRD 328007
- Role
- Chief Operations Officer / Chief Compliance Officer
- Office
- 1991 CROCKER ROAD, SUITE 300, Westlake, OH 44145
- Registration
- Investment adviser registration
- In the industry since
- December 1997
- Disciplinary history
- Not yet shown here · SEC record
Where does Michelle Taylor work?
Michelle Taylor has been Chief Operations Officer / Chief Compliance Officer of Balanced Wealth Group LLC since November 2023, and is a control person of the firm.
Is Michelle Taylor a financial advisor?
Yes. Michelle Taylor has a current investment-adviser registration in Ohio, through Balanced Wealth Group since November 2023.
How many years of experience does Michelle Taylor have?
Michelle Taylor has 28 years in the financial industry, since December 1997, across 5 adviser firms.
What exams has Michelle Taylor passed?
Michelle Taylor has passed 5 licensing exams: the Series 7, Series 63, Series 24, Series 10 and Series 9. The earliest, the Series 7, was passed in September 1995. FINRA credited Michelle Taylor with the SIE, which began in October 2018.
Where did Michelle Taylor work before Balanced Wealth Group?
Before Balanced Wealth Group, Michelle Taylor was registered through MML Investors Services, LLC, February 2021 to December 2022; Hightower Advisors, LLC, June 2019 to January 2021; Charles Schwab & Co., Inc., November 2014 to July 2017; Strategic Advisers, Inc., June 2008 to July 2014; Strategic Advisers, Inc., January 2003 to March 2007.
Where is Michelle Taylor based?
Michelle Taylor’s registered office is in Westlake, OH.
Is Michelle Taylor registered with FINRA?
No. Michelle Taylor has no current broker registration.
How can I verify Michelle Taylor’s record?
Search CRD 2638947 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michelle Taylor’s full registration record.