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Liberty Anne Taylor

Strategic Advisers LLC

Salt Lake City, UT

Lehi, UT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
UT RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

279 West South Temple, Salt Lake City, UT 84101-1333 • United States

Lehi, UT • 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 Salt Lake City UT 11/2020 Present
Strayer University Salt Lake City UT 02/2019 10/2020
Brigham Young University - Idaho Rexburg ID 08/2018 12/2018
Byu - Idaho Rexburg ID 04/2015 12/2018
Office Of Senator Mike Crapo Washington DC 01/2017 04/2017
Fidelity Investments Boston MA 03/2025 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-21
S63 Uniform Securities Agent State Law Examination 2021-05-20
  • 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

View on SEC IAPD

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TERESA DAHL
ADAM THOMAS WILCOX
BRANDON GREGORY PEARSON
ALLEN RAY MCNEAL
Jason Scot Berryman
Cassidy Diane Kendzior

Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

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