Andrew Adam Taggart (CRD# 2522524) is an Investment Advisor Representative working at Thoughtful Money LLC in Sebastopol, CA and has over 29 years of experience in the finance industry.
CRD# 4110124
Stifel, Nicolaus & Company, Incorporated
CRD# 5598677
Mai Capital Management, LLC
CRD# 2169633
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thoughtful Money LLC | Sebastopol, CA | Oct 2023 - Current | < 1 |
| Wealthion | New York, NY | Apr 2021 - Oct 2023 | 2 |
| Greylock Peak Investments, LLC | New York, NY | Sep 2011 - Oct 2023 | 12 |
| Peak Prosperity | Sebastopol, CA | May 2012 - Mar 2021 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1994 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Other
- Other
CA
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