Terence Taylor has been an investment adviser representative at Transce3nd since November 2025, and is not listed among the firm’s executive officers or direct owners. Terence Taylor holds a Bachelor's degree in business management from Southwest Texas State University.
Transce3nd LLC is a Buda, TX firm with $419M under management, 1,620 clients and 42 advisers across 17 offices, as of its May 2026 filing.
Terry Taylor is Senior Partner of e3 Wealth, based in Austin, Texas. He has more than two decades of experience and works with business owners, entrepreneurs and high-net-worth families on financial transitions, retirement strategies and business exits. He began his career in Enterprise Rent-A-Car's management training program and entered financial services in 2003.
Investment adviser representative registrations
Terence Taylor is registered as an investment adviser representative in Texas, since November 2025.
- TexasSince 15 November 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 November 2025 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 20 September 2017 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 April 2009 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 2 April 2009 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Terence Herbert Taylor
- CRD
- 5269151
- Firm
- Transce3nd · CRD 317745
- Office
- 835 MAIN STREET, BUILDING 200, Buda, TX 78610
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 2009
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- e3wealth.com
Where does Terence Taylor work?
Terence Taylor is an investment adviser representative registered through Transce3nd LLC since November 2025, and is not listed among the firm’s executive officers or direct owners.
Is Terence Taylor a financial advisor?
Yes. Terence Taylor has a current investment-adviser registration in Texas, through Transce3nd since November 2025.
How many years of experience does Terence Taylor have?
Terence Taylor has 17 years in the financial industry, since April 2009, across 1 adviser firm.
What exams has Terence Taylor passed?
Terence Taylor has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in April 2009. FINRA credited Terence Taylor with the SIE, which began in October 2018.
Where is Terence Taylor based?
Terence Taylor’s registered office is in Buda, TX.
Is Terence Taylor registered with FINRA?
Yes. Terence Taylor has a current broker registration, under CRD 5269151.
Source: FINRA BrokerCheck
How can I verify Terence Taylor’s record?
Search CRD 5269151 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Terence Taylor’s full registration record.
