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Taylor Scott Bongiovanni

Strategic Advisers LLC

Michigan City, IN

CRD 7044363

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Michigan City, IN • 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
United Technologies Aerospace Systems Jamestown ND 11/2017 07/2018
Capital City Wealth Management Bismarck ND 06/2017 09/2017
Financial Planing Centers Network Bismarck ND 06/2017 08/2017
Golden Valley Country Club Golden Valley MN 05/2017 06/2017
Craig S. Hanson, Cpa Jamestown ND 10/2016 05/2017
Fidelity Brokerage Services, Llc Greenwood Village CO 11/2018 Present
Jamestown Country Club Jamestown ND 07/2018 08/2018
Fidelity Investments Boston MA 03/2025 Present
  • 11/2017 → 07/2018
    United Technologies Aerospace Systems
    Jamestown, ND
  • 06/2017 → 09/2017
    Capital City Wealth Management
    Bismarck, ND
  • 06/2017 → 08/2017
    Financial Planing Centers Network
    Bismarck, ND
  • 05/2017 → 06/2017
    Golden Valley Country Club
    Golden Valley, MN
  • 10/2016 → 05/2017
    Craig S. Hanson, Cpa
    Jamestown, ND
  • 11/2018 → Present
    Fidelity Brokerage Services, Llc
    Greenwood Village, CO
  • 07/2018 → 08/2018
    Jamestown Country Club
    Jamestown, ND
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-12-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Other Businesses

OBA-115654|OrgNmn:Lakeshore Solutions, LLC|Org Addr:Michigan C,Indiana,US|OBA Nature:Personal Services|Invst Rel:N|Title:Minority non-managing member|Duties:None|StrtDt:12-31-24|TotHrs/mon:0.01|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-26
S63 Uniform Securities Agent State Law Examination 2019-03-18
  • S66 Uniform Combined State Law Examination
    2022-07-26
  • S63 Uniform Securities Agent State Law Examination
    2019-03-18
Other Names
  • Taylor Scott Bongiovanni
  • Taylor Bongiovanni

View on SEC IAPD

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