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Samuel A. Taylor

Strategic Advisers LLC

Arlington, VA

Tysons Corner, VA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Arlington, VA • United States

1861 International Dr Suite 100, Tysons Corner, VA 22102-4410 • 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
E*Trade Securities Llc Sandy UT 06/2018 01/2019
Fidelity Investments Salt Lake City UT 07/2015 09/2017
Vivint Orem UT 10/2017 12/2017
Full-Time Education Orem UT 01/2018 05/2018
Fidelity Brokerage Services Llc Tysons Corner VA 06/2019 Present
Extended Travel Multiple 02/2019 06/2019
Fidelity Investments Boston MA 03/2025 Present
  • 06/2018 → 01/2019
    E*Trade Securities Llc
    Sandy, UT
  • 07/2015 → 09/2017
    Fidelity Investments
    Salt Lake City, UT
  • 10/2017 → 12/2017
    Vivint
    Orem, UT
  • 01/2018 → 05/2018
    Full-Time Education
    Orem, UT
  • 06/2019 → Present
    Fidelity Brokerage Services Llc
    Tysons Corner, VA
  • 02/2019 → 06/2019
    Extended Travel
    Multiple
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-07-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Tysons Corner, VA
  • 2016-06-22 → 2017-09-07
    Strategic Advisers Llc
    American Fork, UT
    Salt Lake City, UT
    Salt Lake City, UT
Other Businesses

OBA-112219|OrgNmn:Samson Investments|Org Addr:Centrevill,Virginia,US|OBA Nature:Rental Properties|Invst Rel:Y|Title:Sole Proprietor|Duties:Find a tenant, collect rent.|StrtDt:06-01-23|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-06-02
S63 Uniform Securities Agent State Law Examination 2015-09-14
  • S66 Uniform Combined State Law Examination
    2016-06-02
  • S63 Uniform Securities Agent State Law Examination
    2015-09-14
Other Names
  • Samuel Arthur Taylor
  • Samuel Taylor

View on SEC IAPD

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