Benjamin Levi Taylor
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2024 to now
- Onemain FinancialOct 2023 to Jun 2024
- Legacy Insurance and Financial ServicesFeb 2023 to Oct 2023
- Highlighting UtahSep 2022 to Jan 2023
- ProgrexionAug 2022 to Sep 2022
- Performance Honda BountifulFeb 2022 to Jul 2022
- The Church of Jesus Christ of Latter-day SaintsAug 2021 to Feb 2022
- The Church of Jesus Christ of Latter-day SaintsJul 2019 to Jul 2021
- UnemployedJan 2019 to Jul 2019
- Olympus GymnasticsJul 2018 to Jan 2019
- Classic SprinklersJun 2018 to Jul 2018
- SpudtoddosJun 2017 to Jul 2018
- Chick-fil-aNov 2016 to Jul 2017
- Cold Stone CremeryJul 2016 to Nov 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent 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
- 7948245
- Firm CRD
- 104555