William Edward Taylor

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2022 → 12/2022
  Tournament Bus Services Fifa World Cup Qatar 2022
  Doha
• 09/2021 → 12/2021
  Tournament Bus Services Fifa Arab Cup Qatar 2021
  Doha
• 03/2021 → 04/2022
  Aflac
  Cincinnati, OH
• 06/2021 → 08/2023
  American Classic Agency
  Cincinnati, OH
• 08/2021 → 09/2021
  Festival Parking Managment
  Nashville, TN
• 07/2020 → 10/2020
  Us Census Bureau
  Cincinnati, OH
• 08/2013 → 07/2019
  Tms Me Fz Llc
  Abu Dhabi
• 08/2019 → 06/2020
  Unemployed
  Cincinnati, OH
• 11/2020 → 02/2021
  Unemployed For This Period
  Cincinnati, OH
• 08/2023 → Present
  Fidelity Investments
  Covington, KY

Previous Registrations

• 2008-06-03 → 2008-10-16
  Edward Jones
  Decatur, GA
  Decatur, GA
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2025-11-21
• S63 Uniform Securities Agent State Law Examination
  2023-12-20

Other Names

• William Edward Taylor
• William Taylor