Taylor Cowgill
Investment Adviser Representative at Charles Schwab & Co., Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Taylor Cowgill is an investment adviser representative with Charles Schwab & Co., Inc. in Orlando, FL, where they have been registered since 2025. They have worked in the securities industry since 2023 and have been registered with 3 firms, including Strategic Advisers LLC and Fidelity Personal and Workplace Advisors. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Florida.
Office
Advisors at this office: 134
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida
- Broker:
2 states and territories
Florida, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Fidelity InvestmentsFeb 2023 – May 2025Altamonte Springs, FL
- MassMutual Life Insurance (Legacy Wealth Partners)Dec 2022 – Jan 2023Springfield, MA
- H&R BlockDec 2022 – Jan 2023Kansas City, MO
- Allstate Insurance CompanyOct 2022 – Nov 2022Northbrook, IL
- American Income Life Insurance CompanyMar 2021 – Dec 2021Waco, TX
- Dental Care of West Melbourne (Heartland Dental)Sep 2019 – Jan 2021West Melbourne, FL
- Florida Wine and SpiritsNov 2018 – Jun 2019Rockledge, FL
- Essentials Medispa & SalonJun 2017 – Oct 2018Melbourne, FL
- Minerva's Bridal and Prom OutletAug 2016 – Mar 2017Orlando, FL
- UnemployedDec 2021 – Oct 2022Rockledge, FL
- Full Time EducationMar 2017 – Jun 2017Orlando, FL
- Full Time EducationOct 2018 – Nov 2018Orlando, FL
- Full Time EducationJun 2019 – Sep 2019Orlando, FL
- UnemployedJan 2021 – Mar 2021Rockledge, FL
- UnemployedNov 2022 – Dec 2022Rockledge, FL
- Fidelity InvestmentsMar 2025 – May 2025Boston, MA
- Charles Schwab & Co., Inc.May 2025 – no end date reportedOrlando, FL
- Charles Schwab Bank, SSBMay 2025 – no end date reportedOrlando, FL
- Charles Schwab Trust BankMay 2025 – no end date reportedOrlando, FL
- Charles Schwab Premier BankMay 2025 – no end date reportedOrlando, FL
Official records & sources
Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Charles Schwab & Co., Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Fixed fee
- Other
- Firm account minimum
- $500,000
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
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Orlando, FL
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Taylor Cowgill 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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