Taylor Ross McClafferty
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 Ross McClafferty is an investment adviser representative with Charles Schwab & Co., Inc. in Honolulu, HI, where they have been registered since 2024. They have worked in the securities industry since 2017 and have been registered with 3 firms, including Raymond James Financial Services Advisors, Inc and Edward Jones. 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 Hawaii.
Office
Advisors at this office: 17
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Hawaii
- Broker:
8 states and territories
Arizona, California, Florida, Hawaii, Nevada, New York, Oregon, Washington
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.
- Edward JonesFeb 2017 – Sep 2017St Louis, MO
- Full Time EducationAug 2014 – Dec 2016Honolulu, HI
- Hana SushiAug 2016 – Jan 2017Honolulu, HI
- Raymond James Financial Services, Inc.Dec 2017 – Nov 2024Honolulu, HI
- UnemployedSep 2017 – Nov 2017Honolulu, HI
- Raymond James Financial Services Advisors Inc.Dec 2017 – Nov 2024Honolulu, HI
- First Hawaiian AdvisorsNov 2017 – Nov 2024Honolulu, HI
- First Hawaiian BankNov 2017 – Nov 2024Kailua, HI
- Charles Schwab & Co., Inc.Nov 2024 – no end date reportedHonolulu, HI
- Charles Schwab Bank, SSBNov 2024 – no end date reportedHonolulu, HI
Official records & sources
Data as of August 11, 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 Honolulu, HI
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 Ross McClafferty 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.
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