Taylor Wilcox has been an investment adviser representative at Astoria Strategic Wealth since October 2023, and is not listed among the firm’s executive officers or direct owners. Taylor Wilcox holds a Bachelor of Science in Nursing from The University of Texas at Austin.
Astoria Strategic Wealth, Inc. is a firm with $483M under management, 177 clients and 7 advisers across 7 offices, as of its July 2026 filing.
Wilcox is an Advisor of Astoria Strategic Wealth. Wilcox joined the firm in early 2023, after more than five years as an ICU bedside nurse in the Houston Texas Medical Center. Wilcox began in an operations and administrative capacity and by fall 2023 was working directly with clients. Wilcox's work now includes helping clients with the financial aspects of divorce.
- – present · 3 yearsHumble, TX · Adviser representative · Firm CRD 113510
Professional designations
Listed by Astoria Strategic Wealth
- Financial Paraplanner Qualified Professional (FPQP®)
- Certified Divorce Financial Analyst (CDFA®)
Investment adviser representative registrations
Taylor Wilcox is registered as an investment adviser representative in Texas, since October 2023.
- TexasSince 3 October 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 September 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Taylor Nicole Wilcox
- CRD
- 7813081
- Firm
- Astoria Strategic Wealth · CRD 113510
- Office
- Humble, TX
- Registration
- Investment adviser registration
- In the industry since
- October 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- astoriastrategicwealth.com
Where does Taylor Wilcox work?
Taylor Wilcox is an investment adviser representative registered through Astoria Strategic Wealth, Inc. since October 2023, and is not listed among the firm’s executive officers or direct owners.
Is Taylor Wilcox a financial advisor?
Yes. Taylor Wilcox has a current investment-adviser registration in Texas, through Astoria Strategic Wealth since October 2023.
How many years of experience does Taylor Wilcox have?
Taylor Wilcox has 3 years in the financial industry, since October 2023, across 1 adviser firm.
What exams has Taylor Wilcox passed?
Taylor Wilcox passed the Series 65 in September 2023.
Where is Taylor Wilcox based?
Taylor Wilcox’s registered office is in Humble, TX.
Is Taylor Wilcox registered with FINRA?
No. Taylor Wilcox has no current broker registration.
How can I verify Taylor Wilcox’s record?
Search CRD 7813081 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Taylor Wilcox’s full registration record.
