Taylor Darrin Avery
Investment adviser representative at Strategic Advisers LLC
21 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
21 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2022 to now
- Wells FargoNov 2020 to Mar 2022
- Full Time EducationAug 2020 to Apr 2021
- Bass Pro ShopsApr 2020 to Aug 2020
- Full-time Religious ServiceMar 2019 to Mar 2020
- Bass Pro ShopsNov 2018 to Mar 2019
- Vector MarketingMay 2018 to Oct 2018
- Mcdonald'sSep 2017 to May 2018
- Birch Family PharmacyFeb 2017 to Sep 2017
- Full Time EducationAug 2005 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 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
- 7526610
- Firm CRD
- 104555