Taylor Rae Glad
Investment adviser representative at Symmetry Partners
10 yearsExperience
2 statesRegistered in
$4.7BFirm assets
24 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Symmetry Partners, LLCSep 2025 to now
- Morgan StanleyDec 2024 to Sep 2025
- Fidelity InvestmentsJan 2024 to Dec 2024
- Fidelity Brokerage Services LLCSep 2021 to Dec 2023
- The Vanguard Group, Inc.Aug 2020 to Sep 2021
- The Pennsylvania State UniversityMay 2018 to May 2020
- Houlihan'sJul 2017 to Nov 2017
- The Pennsylvania State University - HarrisburgAug 2016 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (CT, FL).
Symmetry Partners
Legal name: Symmetry Partners, LLC.
$4.7BAssets managed
8,909Clients
21Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7288387
- Firm CRD
- 120982