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Collin Morton Taylor

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.

  1. Strategic Advisers LLCMar 2025 to now
  2. Fidelity InvestmentsAug 2024 to now
  3. UnemployedMay 2024 to Jul 2024
  4. StudentAug 2023 to May 2024
  5. Fidelity InvesmentsJun 2023 to Aug 2023
  6. StudentAug 2021 to Jun 2023
  7. Self EmployedAug 2021 to Jan 2023
  8. Nautical Boat ClubMay 2021 to Aug 2021
  9. StudentAug 2020 to May 2021
  10. Halls Pumpkin FarmOct 2018 to Oct 2020
  11. StudentJul 2012 to May 2020

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 2 states (AL, 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
7974953
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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