Troy Taber
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsApr 2022 to now
- Top Tier Threads LLCJan 2021 to Apr 2022
- Life Time Inc.Sep 2020 to Mar 2022
- UnemployedMar 2020 to Sep 2020
- Life Time Inc.Jun 2018 to Mar 2020
- Retro FitnessFeb 2018 to Jun 2018
- Complete Game LLCSep 2017 to Jul 2018
- Landscape Systems Inc.May 2017 to Nov 2017
- Full Time StudentAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
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
- 7541550
- Firm CRD
- 104555