Zachary Taylor has been an investment adviser representative at Lifetime Wealth Management P.C. since March 2024, and is not listed among the firm’s executive officers or direct owners. Zachary Taylor holds an Undergraduate degree in Finance from Florida State University and a Master's in Finance from the University of Miami.
Lifetime Wealth Management P.C. is a Rockwall, TX firm with $217M under management, 119 clients and 5 advisers across 3 offices, as of its March 2026 filing.
Zachary Taylor is Investment Analyst & Trading Associate of Lifetime Wealth Management. As Jr. Investment Analyst he is responsible for managing the Lifetime Core Portfolios and for individual company and investment due diligence, and as Trading Associate for trade execution for all of the Lifetime Portfolios. He joined Lifetime Wealth Management in 2024, after serving as Sr. Investment Analyst at Connemara Group.
Zachary Taylor’s longest registration is the current one, 2 years at Lifetime Wealth Management P.C. since 2024. Before joining Lifetime Wealth Management P.C. in 2024, Zachary Taylor was registered through The Connemara Group, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- – present · 2 yearsRockwall, TX · Adviser representative · Firm CRD 145492
- The Connemara Group, LLC– · under a yearBowling Gree, KY · Adviser representative · Firm CRD 281262
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 1 yearJacksonville, FL · Adviser representative · Firm CRD 7691
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · under a yearJacksonville, FL · Adviser representative · Firm CRD 7691
Professional designations
Listed by Lifetime Wealth Management P.C.
- Chartered Financial Analyst (CFA)
Investment adviser representative registrations
Zachary Taylor is registered as an investment adviser representative in Texas, since March 2024.
- TexasSince 28 March 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 16 May 2013 |
| Series 7 | General Securities Representative Examination | 18 April 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Zachary Daniel Taylor
- CRD
- 6175226
- Firm
- Lifetime Wealth Management P.C. · CRD 145492
- Office
- 560 E. INTERSTATE HWY 30, STE 110, Rockwall, TX 75087
- Registration
- Investment adviser registration
- In the industry since
- December 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lifetimewealthmanagement.com
Where does Zachary Taylor work?
Zachary Taylor is an investment adviser representative registered through Lifetime Wealth Management P.C. since March 2024, and is not listed among the firm’s executive officers or direct owners.
Is Zachary Taylor a financial advisor?
Yes. Zachary Taylor has a current investment-adviser registration in Texas, through Lifetime Wealth Management P.C. since March 2024.
How many years of experience does Zachary Taylor have?
Zachary Taylor has 4 years in the financial industry, since December 2021, across 3 adviser firms.
What exams has Zachary Taylor passed?
Zachary Taylor has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in April 2013. FINRA credited Zachary Taylor with the SIE, which began in October 2018.
Where did Zachary Taylor work before Lifetime Wealth Management P.C.?
Before Lifetime Wealth Management P.C., Zachary Taylor was registered through The Connemara Group, LLC, March 2023 to December 2023; Merrill Lynch, Pierce, Fenner & Smith Incorporated, July 2014 to July 2015; Merrill Lynch, Pierce, Fenner & Smith Incorporated, May 2013 to December 2013.
Where is Zachary Taylor based?
Zachary Taylor’s registered office is in Rockwall, TX.
Is Zachary Taylor registered with FINRA?
No. Zachary Taylor has no current broker registration.
Is Zachary Taylor a CFA charterholder?
Lifetime Wealth Management P.C. lists Zachary Taylor with the CFA credential (“Chartered Financial Analyst (CFA)”) on its website. CFA Institute confirms certification status.
Source: Zachary Taylor biography, lifetimewealthmanagement.com
How can I verify Zachary Taylor’s record?
Search CRD 6175226 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Zachary Taylor’s full registration record.
