Taylor Manry, financial advisor Watkinsville GA

Taylor Manry

CRD Number: 5155904
Current Firm: Sugarloaf Wealth Management, LLC

Taylor Manry (CRD# 5155904) is an Investment Advisor Representative working at Sugarloaf Wealth Management, LLC in Watkinsville, GA and has over 17 years of experience in the finance industry. Taylor Manry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Triad Advisors, Inc. Norcross, GA Feb 2013 - Current 11
Sugarloaf Wealth Management , LLC Watkinsville, GA Jun 2007 - Current 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2006
Contact Info for Taylor S. Manry
Phone Number: 770.985.5473
Firm Website: https://www.swmllc.com/
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    511
    MILLIONS
  • Total Number of Accounts
    1,421
    ACCOUNTS
  • Average Account Value
    $359,553
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, FL, GA, LA, NC, SC, TN, TX

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