Taylor
Malone

Wealth Science Advisors LLC

CRD#6604384
Investment Advisor
in Alpharetta, GA

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About this Advisor

Taylor Malone is a financial advisor based in Alpharetta, Georgia, working with Wealth Science Advisors LLC. Taylor has previously held positions at Gibbs Financial Group, Chickfila, University Of Georgia, Jim Exley, James Exley, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, Mike Campbell, and Wealth Science Advisors LLC. Taylor has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia and Texas. Currently, Taylor is part of Wealth Science Advisors LLC, which operates out of Alpharetta, Georgia. The firm has 7 offices and 7 employees. The firm manages assets totaling $368.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Wealth Science Advisors LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

55 Roswell Street Suite 210
Alpharetta, GA 30009

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Wealth Science Advisors LLC Brokerage Details

Total Assets Under Management

$368,892,811

GA Average: $3,570,121,308
Total Number of Employees

7

GA Average: 58
Total Number of Accounts

974

GA Average: 1,608
Average Account Size

$378,740

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Taylor Malone Work History

2022 - Present (2 years)

Wealth Science Advisors LLC

2019 - 2019 (< 1 year)

Mike Campbell

2018 - 2022 (4 years)

Northwestern Mutual Wealth Management Company

2016 - 2016 (< 1 year)

Jim Exley

2016 - 2022 (6 years)

James Exley

2016 - 2022 (6 years)

Northwestern Mutual Investment Services LLC

2015 - 2015 (< 1 year)

Gibbs Financial Group

2013 - 2016 (3 years)

University Of Georgia

2012 - 2015 (3 years)

Chickfila

Disclosures

Please visit the SEC profile of Taylor Malone to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wealth Science Advisors LLC

Taylor Malone
Alpharetta, GA
Sarah Pryor
Alpharetta, GA
Rhett Exley
Alpharetta, GA
Connor Jones
Alpharetta, GA
Elizabeth Hamilton-Walker
Alpharetta, GA
Melanie Kohler
Alpharetta, GA
James Exley
Alpharetta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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