Matthew Edward Taggart
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsAug 2023 to now
- InstacartMay 2023 to Jul 2023
- Met's EnterprisesMay 2022 to May 2023
- Enlite HomeMay 2020 to May 2022
- InstacartFeb 2020 to Jun 2020
- Utah State UniversityAug 2019 to May 2020
- Church of Jesus Christ of Latter-day SaintsAug 2017 to Aug 2019
- Murdock HyundaiMay 2017 to Aug 2017
- Utah State UniversityMay 2017 to Aug 2017
- Sky View High SchoolJun 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7801929
- Firm CRD
- 104555