Taylor Marnett
Investment adviser representative at Strategic Advisers LLC
14 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
14 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2022 to now
- The Daily CampusOct 2021 to May 2022
- Fidelity InvestmentsJun 2021 to Aug 2021
- Fidelity InvestmentsJun 2020 to Aug 2020
- University of ConnecticutAug 2019 to May 2022
- The Town of ClintonJun 2019 to Aug 2019
- James Madison UniversityAug 2018 to May 2019
- Clinton Country ClubFeb 2018 to Aug 2018
- Sal D's Dockside GrilleMay 2017 to Sep 2017
- Haywire Burger BarMay 2016 to Sep 2017
- Clinton Public SchoolsJun 2012 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 7579362
- Firm CRD
- 104555