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Claire Taylor

Investment Adviser Representative at Blacktower Financial Management (US) LLC

Houston, TXCRD #7711930Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Claire Taylor is an investment adviser representative with Blacktower Financial Management (US) LLC in Houston, TX, where they have been registered since 2025. They have worked in the securities industry since 2023 and have been registered with 4 firms, including Hoxton Wealth USA LLC and Forth Capital (USA), LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Texas.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 1/9/2023

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Blacktower Financial Management (US) LLCCurrent
10/19/2025 – Houston, TX
Hoxton Wealth USA LLC
5/6/2025 – 10/17/2025Austin, TX
Forth Capital (USA), LLC
10/1/2024 – 4/30/2025
Blacktower Financial Management (US) LLC
8/1/2024 – 8/29/2024
Amerity Wealth Management, LLC
8/29/2023 – 7/29/2024
Forth Capital (USA), LLC
3/15/2023 – 12/6/2023

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Forth Capital (USA), LLC
    Jan 2023 – Aug 2023Houston, TX
  2. St. James's Place Wealth Management Plc
    Dec 2019 – Jan 2023Aberdeen
  3. Expro North Sea Ltd
    Jan 2019 – Dec 2019Aberdeen
  4. Metron Oil & Gas Limited
    Jan 2017 – Jan 2019Aberdeenshire
  5. JM Taylor Accountants
    Sep 2016 – Jan 2017Aberdeen
  6. Amerity Wealth Management, LLC
    Aug 2023 – Jul 2024Aberdeen
  7. Alexander Peter Wealth Management,
    Sep 2023 – Jul 2024Aberdeen
  8. Blacktower Financial Management (US) LLC
    Jul 2024 – Sep 2024Aberdeen
  9. Forth Capital (USA), LLC
    Sep 2024 – Apr 2025Houston, TX
  10. Hoxton Wealth USA LLC
    Apr 2025 – no end date reportedHouston, TX

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Blacktower Financial Management (US) LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension Consulting

Client types the firm serves

IndividualsHigh Net Worth

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
5
Offices listed on AdvisorFinder:
14
Main office:
Orlando, FL
SEC file number:
801-111088

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 25, 2026

View full firm profile

Other advisors at Blacktower Financial Management (US) LLC

4 other advisors in the directory

View Blacktower Financial Management (US) LLC firm profile

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Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Claire Taylor has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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