Morgan Stanley
47yrs
Top advisor by experience in New York
34yrs
Dwayne Taylor
Financial advisor at Wells Fargo Advisors
Based in New York, New York, Dwayne Taylor is a financial advisor with 34 years of industry experience. Dwayne has been with Wells Fargo Advisors since 2021. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
At a glance
Experience34 years (since 1993)
How that compares ?Top 8% by experience in New York
Office169 7th Ave, New York, NY 10011
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?2 states
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2021 – nowWells Fargo Clearing Services, LLCCurrent firm
Questions to ask Dwayne
Tailored to Dwayne’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Dwayne
How do I contact Dwayne?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Dwayne Taylor. Dwayne works from the New York, NY office.
How long has Dwayne been a financial advisor?
Dwayne has been in the industry since 1993, about 34 years. Top 8% by experience in New York.
What licenses does Dwayne hold?
Series 63. Tap any license on this page to see what it allows.
Is Dwayne a fiduciary?
Dwayne is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Dwayne paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Dwayne for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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