Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-06-11
  • FL RA
    APPROVED
    Since 2026-06-11

Branch Locations

28100 Us Hwy 19 N Ste 101, Clearwater, FL 33761-2657 • United States

New Port Richey, FL • 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
Taco Bell New Port Richey FL 10/2016 11/2018
Fords Garage Estero FL 09/2021 07/2023
Publix New Port Richey FL 08/2018 01/2020
Commercial Asset Partners Realty New Port Richey FL 06/2025 09/2025
Unemployed New Port Richey FL 09/2014 06/2019
Fidelity Investments Clearwater FL 10/2025 Present
Pasco County Hudson FL 06/2017 09/2019
Olive Garden Italian Restaurant Estero FL 01/2020 09/2021
Penn Mutual Life Insurance Company Horsham PA 05/2022 06/2025
  • 10/2016 → 11/2018
    Taco Bell
    New Port Richey, FL
  • 09/2021 → 07/2023
    Fords Garage
    Estero, FL
  • 08/2018 → 01/2020
    Publix
    New Port Richey, FL
  • 06/2025 → 09/2025
    Commercial Asset Partners Realty
    New Port Richey, FL
  • 09/2014 → 06/2019
    Unemployed
    New Port Richey, FL
  • 10/2025 → Present
    Fidelity Investments
    Clearwater, FL
  • 06/2017 → 09/2019
    Pasco County
    Hudson, FL
  • 01/2020 → 09/2021
    Olive Garden Italian Restaurant
    Estero, FL
  • 05/2022 → 06/2025
    Penn Mutual Life Insurance Company
    Horsham, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-13
  • S66 Uniform Combined State Law Examination
    2026-05-13
Other Names
  • Megan Taylor

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Clearwater, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor