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Collin Morton Taylor

Strategic Advisers LLC

Hoover, AL

Birmingham, AL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-14
AL RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-04-14
  • AL RA
    APPROVED
    Since 2025-03-31

Branch Locations

Hoover, AL • United States

216 Summit Blvd Suite 218, Birmingham, AL 35243-3507 • 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
Unemployed Grapevine TX 05/2024 07/2024
Student Tuscaloosa AL 08/2020 05/2021
Fidelity Invesments Southlake TX 06/2023 08/2023
Nautical Boat Club Grapevine TX 05/2021 08/2021
Student Grapevine TX 07/2012 05/2020
Self Employed Tuscaloosa AL 08/2021 01/2023
Student Tuscaloosa AL 08/2021 06/2023
Fidelity Investments Birmingham AL 08/2024 Present
Halls Pumpkin Farm Grapevine TX 10/2018 10/2020
Student Tuscaloosa AL 08/2023 05/2024
Fidelity Investments Boston MA 03/2025 Present
  • 05/2024 → 07/2024
    Unemployed
    Grapevine, TX
  • 08/2020 → 05/2021
    Student
    Tuscaloosa, AL
  • 06/2023 → 08/2023
    Fidelity Invesments
    Southlake, TX
  • 05/2021 → 08/2021
    Nautical Boat Club
    Grapevine, TX
  • 07/2012 → 05/2020
    Student
    Grapevine, TX
  • 08/2021 → 01/2023
    Self Employed
    Tuscaloosa, AL
  • 08/2021 → 06/2023
    Student
    Tuscaloosa, AL
  • 08/2024 → Present
    Fidelity Investments
    Birmingham, AL
  • 10/2018 → 10/2020
    Halls Pumpkin Farm
    Grapevine, TX
  • 08/2023 → 05/2024
    Student
    Tuscaloosa, AL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Birmingham, AL
    Tuscaloosa, AL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-18
  • S66 Uniform Combined State Law Examination
    2024-12-18
Other Names
  • Collin M Taylor
  • Collin Taylor

View on SEC IAPD

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