Taylor Mahoney
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 LLCMay 2026 to now
- Fidelity InvestmentsOct 2025 to now
- Blackjack PizzaOct 2023 to Jun 2024
- Amazon FreshDec 2022 to Jan 2023
- Procabinet SolutionsOct 2021 to Oct 2025
- University of Colorado BoulderAug 2021 to Jul 2025
- Perfect StormNov 2020 to Mar 2021
- Green Mountain Junior Baseball LeagueMar 2019 to Jul 2023
- Jefferson CountySep 2015 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 8183684
- Firm CRD
- 104555