Ann Taylor

Strategic Advisers LLC

Salt Lake City, UT

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-02-04
UT	RA	APPROVED	2026-02-04

TX RA
APPROVED

Since 2026-02-04
UT RA
APPROVED

Since 2026-02-04

Branch Locations

Orem, UT • United States

49 North 400 West, Salt Lake City, UT 84101-1368 • 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

Organization	City	State	From	To
Me	-Orem	UT	10/2019	11/2021
Fidelity Investments	Salt Lake City	UT	03/2025	Present
Greenix	Orem	UT	11/2021	02/2025
Great Clips Salon	Orem	UT	05/2016	10/2019

10/2019 → 11/2021

Me

-Orem, UT
03/2025 → Present

Fidelity Investments

Salt Lake City, UT
11/2021 → 02/2025

Greenix

Orem, UT
05/2016 → 10/2019

Great Clips Salon

Orem, UT

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-01-23

S66 Uniform Combined State Law Examination

2026-01-23

Other Names

Ann Taylor Andersen
Annmarie Taylor Sabey
Ann Taylor Sabey
Ann Taylor
Ann Marie Taylor

View on SEC IAPD

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