Liberty Anne Taylor

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2020 → Present
  Fidelity Investments
  Salt Lake City, UT
• 02/2019 → 10/2020
  Strayer University
  Salt Lake City, UT
• 08/2018 → 12/2018
  Brigham Young University - Idaho
  Rexburg, ID
• 04/2015 → 12/2018
  Byu - Idaho
  Rexburg, ID
• 01/2017 → 04/2017
  Office Of Senator Mike Crapo
  Washington, DC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-05-09 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Lynnwood, WA
  Salt Lake City, UT
  American Fork, UT

Exams

• S66 Uniform Combined State Law Examination
  2023-04-21
• S63 Uniform Securities Agent State Law Examination
  2021-05-20

Other Names

• Liberty Anne Taylor
• Liberty Taylor