Austin Taylor (CRD# 5379271) is an Investment Advisor Representative working at Bow Stream Investments LLC in Whitefish, MT and has over 16 years of experience in the finance industry.
CRD# 4970862
Stack Financial Management Inc.
CRD# 5572109
D.a. Davidson & Company
CRD# 5679476
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bow Stream Investments | Whitefish, MT | Feb 2023 - Current | 1 |
| Bow Stream Investments | Trego, MT | Dec 2020 - Feb 2023 | 2 |
| Bow Stream Investments | San Francisco, CA | Mar 2018 - Nov 2020 | 2 |
| Bow Stream Investments | New York, NY | Mar 2015 - Mar 2018 | 3 |
| Developing Business Plan For Bow Stream Investments | New York, NY | Jun 2014 - Mar 2015 | < 1 |
| Altai Capital Management | New York, NY | Oct 2009 - May 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2008 |
- CA
- MT
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts12ACCOUNTS
-
Average Account Value$491,151
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, MT
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