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Taylor Marcoux

Strategic Advisers LLC

Merrimack, NH

Warner, NH

CRD 8035243

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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
NH RA APPROVED 2025-04-16
TX RA APPROVED 2025-04-16
  • NH RA
    APPROVED
    Since 2025-04-16
  • TX RA
    APPROVED
    Since 2025-04-16

Branch Locations

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

Warner, 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
Primary Residential Mortgages - The John Mcgrath Team Bedford NH 05/2017 08/2017
O'HAlloran Group - Keller Williams Coastal Lakes & Mountains New London NH 04/2024 01/2025
Raka Portsmouth NH 09/2016 03/2017
Grappone Toyota Bow NH 08/2018 11/2023
Fidelity Investments Merrimack NH 01/2025 Present
Hannaford Manchester NH 08/2010 12/2018
Grappone Hyundai Bow NH 11/2023 04/2024
  • 05/2017 → 08/2017
    Primary Residential Mortgages - The John Mcgrath Team
    Bedford, NH
  • 04/2024 → 01/2025
    O'HAlloran Group - Keller Williams Coastal Lakes & Mountains
    New London, NH
  • 09/2016 → 03/2017
    Raka
    Portsmouth, NH
  • 08/2018 → 11/2023
    Grappone Toyota
    Bow, NH
  • 01/2025 → Present
    Fidelity Investments
    Merrimack, NH
  • 08/2010 → 12/2018
    Hannaford
    Manchester, NH
  • 11/2023 → 04/2024
    Grappone Hyundai
    Bow, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-08
  • S66 Uniform Combined State Law Examination
    2025-04-08

View on SEC IAPD

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