RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
K•••••• E••••• T•••••
- Title
- Partner and Senior Wealth Advisorreportedmissionwealth.comfirm site, Sep 15, 2026
- Designations
- CFPreportedmissionwealth.comas printed on the bio page, Sep 16, 2026
- founder other
- “With over 20 years of industry experience, Kristen was a founding member of Montcalm TCR, a boutique wealth management firm in San Francisco, where she served as a Portfolio Manager and Co-Advisor for six years.”reportedmissionwealth.comthe sentence on the bio page
- Partner or owner
- “Kristen Taylor, MSFA, CFP® | Partner & Senior Wealth Advisor | Mission Wealth”reportedmissionwealth.comthe sentence on the bio page
- Professional profile
- missionwealth.com/team/kristen-taylorreportedmissionwealth.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- M•••••• W••••• M••••••••• L• independent RIA currentsince Feb 12, 2019 · Santa Barbara, Ca
- M••••••• T•• L•• independent RIAOct 25, 2012 to Jul 17, 2018 · San Francisco, Ca
- M••••• S•••••• wirehouseJun 1, 2009 to Oct 19, 2012 · San Francisco, Ca
- M••••• S•••••• • C•• L•• unclassifiedMar 19, 2007 to Jun 1, 2009 · San Francisco, Ca
- M••••••• T•• L•• to M•••••• W••••• M••••••••• L•left Jul 17, 2018, registered Feb 12, 2019 (210 days) · RIA to RIA
- M••••• S•••••• to M••••••• T•• L••left Oct 19, 2012, registered Oct 25, 2012 (6 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)
- M••••• S•••••• • C•• L•• to M••••• S••••••left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address