Taylor Sterling Knapp

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

CA RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Roseville, CA • United States

1261 Roseville Parkway, Roseville, CA 95678-9998 • 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

Organization	City	State	From	To
Fidelity Brokerage Services Llc	American Fork	UT	01/2020	Present
Verisys Corporation	South Jordan	UT	05/2019	12/2019
Utah Department Of Health	Salt Lake City	UT	01/2019	05/2019
Missionary Training Center	Provo	UT	08/2014	12/2018
Fidelity Investments	Boston	MA	03/2025	Present

01/2020 → Present

Fidelity Brokerage Services Llc

American Fork, UT
05/2019 → 12/2019

Verisys Corporation

South Jordan, UT
01/2019 → 05/2019

Utah Department Of Health

Salt Lake City, UT
08/2014 → 12/2018

Missionary Training Center

Provo, UT
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-09-16 → 2025-03-31

Fidelity Personal And Workplace Advisors

Roseville, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-04-02
S63	Uniform Securities Agent State Law Examination	2020-06-22

S66 Uniform Combined State Law Examination

2021-04-02
S63 Uniform Securities Agent State Law Examination

2020-06-22

Other Names

Taylor Sterling Knapp
Taylor Knapp

View on SEC IAPD

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