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Inactive

Taylor Rae Glad

Symmetry Partners

Glastonbury, CT

St. Petersburg, FL

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Current Employers
Symmetry Partners

151 National Drive, Glastonbury, CT 06033 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-22
CT RA APPROVED 2025-09-09
  • FL RA
    APPROVED
    Since 2025-09-22
  • CT RA
    APPROVED
    Since 2025-09-09

Branch Locations

151 National Drive, Glastonbury, CT 06033 • United States

St. Petersburg, FL • 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
The Vanguard Group, Inc. Malvern PA 08/2020 09/2021
The Pennsylvania State University - Harrisburg Middletown PA 08/2016 05/2018
The Pennsylvania State University State College PA 05/2018 05/2020
Houlihan's Hershey PA 07/2017 11/2017
Fidelity Brokerage Services Llc Lancaster PA 09/2021 12/2023
Morgan Stanley Tampa FL 12/2024 09/2025
Fidelity Investments Tampa FL 01/2024 12/2024
Symmetry Partners, Llc Glastonbury CT 09/2025 Present
  • 08/2020 → 09/2021
    The Vanguard Group, Inc.
    Malvern, PA
  • 08/2016 → 05/2018
    The Pennsylvania State University - Harrisburg
    Middletown, PA
  • 05/2018 → 05/2020
    The Pennsylvania State University
    State College, PA
  • 07/2017 → 11/2017
    Houlihan's
    Hershey, PA
  • 09/2021 → 12/2023
    Fidelity Brokerage Services Llc
    Lancaster, PA
  • 12/2024 → 09/2025
    Morgan Stanley
    Tampa, FL
  • 01/2024 → 12/2024
    Fidelity Investments
    Tampa, FL
  • 09/2025 → Present
    Symmetry Partners, Llc
    Glastonbury, CT
Previous Registrations
  • 2024-12-16 → 2025-09-08
    Morgan Stanley
    Tampa, FL
  • 2021-12-08 → 2024-11-26
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
    Lancaster, PA
    Saint Petersburg, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-07
S63 Uniform Securities Agent State Law Examination 2020-10-06
  • S66 Uniform Combined State Law Examination
    2021-12-07
  • S63 Uniform Securities Agent State Law Examination
    2020-10-06
Other Names
  • Taylor Glad
  • Taylor Rae Glad

View on SEC IAPD

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Other Offices

USI ADVISORS · GLASTONBURY, CT
USI SECURITIES, INC. · GLASTONBURY, CT
AMERIPRISE FINANCIAL SERVICES, LLC · Glastonbury, CT
CETERA INVESTMENT ADVISERS LLC · GLASTONBURY, CT
AMERIPRISE FINANCIAL SERVICES, LLC · GLASTONBURY, CT
JANNEY MONTGOMERY SCOTT LLC · Glastonbury, CT
INTEGRATED WEALTH CONCEPTS LLC · GLASTONBURY, CT
CORNERSTONE PLANNING GROUP · Glastonbury, CT

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