# ROBERT WILLIAM TAYLOR

ROBERT WILLIAM TAYLOR is an investment adviser representative (IAR) with state registration records since 2002, appearing at 4 firms. Currently registered with WEALTHPLAN INVESTMENT MANAGEMENT LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [WEALTHPLAN INVESTMENT MANAGEMENT LLC](https://search.stillhousedata.com/firm/311364) | 2026-06-03 | present | Yes |
| [WEALTHPLAN PARTNERS, LLC](https://search.stillhousedata.com/firm/305026) | 2021-09-23 | 2026-03-09 | — |
| [WEALTHPLAN PARTNERS](https://search.stillhousedata.com/firm/158935) | 2018-06-28 | 2020-07-10 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2009-11-03 | 2018-03-13 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2002-07-12 | 2009-07-08 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2596525)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2596525.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.