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Tara S Meyers

Strategic Advisers LLC

Henderson, NV

Henderson, NV

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • NV RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

2225 Village Walk Drive Shops At Green Valley Ranch Ste 199, Henderson, NV 89052-5680 • United States

Henderson, NV • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Henderson NV 01/2011 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2011 → Present
    Fidelity Investments
    Henderson, NV
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Henderson, NV
    Henderson, NV
  • 2012-08-27 → 2018-07-13
    Strategic Advisers Llc
    Henderson, NV
  • 2009-09-08 → 2011-02-04
    Lpl Financial Llc
    Redwood City, CA
    Fort Mill, SC
  • 2009-08-07 → 2009-09-08
    Associated Securities Corp.
    Menlo Park, CA
  • 2007-10-15 → 2008-06-03
    Ameriprise Financial Services, Llc
    Henderson, NV
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-10-12
  • S66 Uniform Combined State Law Examination
    2007-10-12
Other Names
  • Tara Susanne Meyers

View on SEC IAPD

Other Firms

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WELLS FARGO CLEARING SERVICES, LLC
FOUNDATIONS INVESTMENT ADVISORS LLC
THE WEALTH CONSULTING GROUP
THRIVE WISE WEALTH
CHARLES SCHWAB & CO., INC.

Other Investors

Todd Douglas Hauge
Farhad Kalanaki
Madhu sudan Sharma
Daniel Carvallo
LIZETTE LARA
Adam William Turek
Markus William Gamett
TROY DUKE ERWIN

Other Offices

EDWARD JONES · HENDERSON, NV
J.P. MORGAN SECURITIES LLC · HENDERSON, NV
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HENDERSON, NV
WELLS FARGO CLEARING SERVICES, LLC · HENDERSON, NV
FOUNDATIONS INVESTMENT ADVISORS LLC · HENDERSON, NV
THE WEALTH CONSULTING GROUP · Henderson, NV
THRIVE WISE WEALTH · HENDERSON, NV
CHARLES SCHWAB & CO., INC. · Henderson, NV

More in Henderson, NV

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