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Taylor Mailloux

Strategic Advisers LLC

Merrimack, NH

Milford, NH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Two Contra Way, Merrimack, NH 03054-4334 • United States

Milford, NH • 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
Arizona State University Tempe AZ 08/2015 05/2017
Massage Envy Tempe AZ 03/2016 05/2017
Woodpellets.cOm/Nagler Group Bedford NH 08/2017 10/2017
Fidelity Investments Merrimack NH 12/2017 12/2018
Fidelity Brokerage Services Llc Merrimack NH 12/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2015 → 05/2017
    Arizona State University
    Tempe, AZ
  • 03/2016 → 05/2017
    Massage Envy
    Tempe, AZ
  • 08/2017 → 10/2017
    Woodpellets.cOm/Nagler Group
    Bedford, NH
  • 12/2017 → 12/2018
    Fidelity Investments
    Merrimack, NH
  • 12/2018 → Present
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-08-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-27
S63 Uniform Securities Agent State Law Examination 2019-03-08
  • S66 Uniform Combined State Law Examination
    2019-08-27
  • S63 Uniform Securities Agent State Law Examination
    2019-03-08
Other Names
  • Taylor Alexis Mailloux
  • Taylor Mailloux

View on SEC IAPD

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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ON INVESTMENT MANAGEMENT CO
PEAK WEALTH MANAGEMENT LLC
PHOENIX INTERNATIONAL INVESTMENTS LLC
NASHUA CAPITAL MANAGEMENT LLC

Other Investors

SHANNON P MCCABE
BYRON J. THRESHER
RYAN JEREMY CHARETTE
KENNETH ZAHN
STEPHEN A LUNGO
DENNIS CIPRIANO
STEVEN STRAND
BELINDA L TRIPP

Other Offices

STRATEGIC ADVISERS LLC · MERRIMACK, NH
CHARLES SCHWAB & CO., INC. · Nashua, NH
LPL FINANCIAL LLC · NASHUA, NH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHUA, NH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · MERRIMACK, NH
ON INVESTMENT MANAGEMENT CO · MERRIMACK, NH
PEAK WEALTH MANAGEMENT LLC · NASHUA, NH
PHOENIX INTERNATIONAL INVESTMENTS LLC · NASHUA, NH

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