Constance Gosselin 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

• 03/2009 → 10/2019
  Cotiviti
  Salt Lake City, UT
• 11/2020 → Present
  Fidelity Investments
  Salt Lake City, UT
• 03/2020 → 04/2020
  Carta
  Salt Lake City, UT
• 04/2020 → 11/2020
  Unemployed
  Salt Lake City, UT
• 10/2019 → 03/2020
  Unemployed
  Salt Lake City, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-05-08 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2024-05-04
• S63 Uniform Securities Agent State Law Examination
  2021-08-23

Other Names

• Constance Gosselin Taylor
• Constance Taylor