Brittany Nicole Taccone

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

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.

1. Strategic Advisers LLCNov 2025 to now
2. Fidelity InvestmentsAug 2024 to now
3. Cornerstone At HamptonAug 2023 to Sep 2023
4. Arizona State University-onlineMar 2021 to Apr 2022
5. Small Smiles Dental CenterJun 2020 to Aug 2020
6. StarbucksApr 2020 to Aug 2024
7. UnemployedMar 2020 to Apr 2020
8. Brookdale Senior LivingFeb 2020 to Mar 2020
9. Reno Behavioral Healthcare HospitalJan 2020 to Jan 2020
10. UnemployedDec 2019 to Jan 2020
11. Morningstar Senior LivingFeb 2019 to Dec 2019
12. University of Nevada, Reno- Lawlor Events Center/mackay StadiumAug 2018 to Dec 2018
13. All Valley Home CareApr 2018 to Oct 2018
14. University of Nevada, Reno- Wolfcard OfficeJan 2018 to Jan 2019
15. UnemployedDec 2017 to Jan 2018
16. Pink By Victoria's SecretNov 2017 to Dec 2017
17. University of Nevada, RenoAug 2017 to May 2020
18. UnemployedAug 2017 to Nov 2017
19. El Pollo LocoApr 2016 to Aug 2017
20. Coronado High SchoolAug 2013 to Jun 2017

Exams passed

• Series 63 · Uniform Securities Agent State Law2024
• Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (NH, TX).

Strategic Advisers LLC

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

7974955

Firm CRD

104555