Taylor Marcoux
Investment adviser representative at Strategic Advisers LLC
16 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
16 years in the industry.
- Strategic Advisers LLCApr 2025 to now
- Fidelity InvestmentsJan 2025 to now
- O'halloran Group - Keller Williams Coastal Lakes & MountainsApr 2024 to Jan 2025
- Grappone HyundaiNov 2023 to Apr 2024
- Grappone ToyotaAug 2018 to Nov 2023
- Primary Residential Mortgages - the John Mcgrath TeamMay 2017 to Aug 2017
- RakaSep 2016 to Mar 2017
- HannafordAug 2010 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NH, 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
- 8035243
- Firm CRD
- 104555