Kimberly Taliaferro

Strategic Advisers LLC

Jacksonville Beach, FL

Claim This Profile

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

FL RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Jacksonville Beach, 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

Organization	City	State	From	To
Fidelity Brokerage Services, Llc	Jacksonville	FL	01/2014	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

01/2014 → Present

Fidelity Brokerage Services, Llc

Jacksonville, FL
07/2018 → Present

Fidelity Personal And Workplace Advisors

Boston, MA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2018-07-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Boston, MA

Jacksonville Beach, FL

Merrimack, NH
2015-01-30 → 2018-07-13

Strategic Advisers Llc

Tampa, FL

Tampa, FL

Jacksonville, FL

Other Businesses

OBA-4366|OrgNmn:Sole Proprietorship|Org Addr:Jacksonvil,Florida,US|OBA Nature:author of e-books sold on amaz|Invst Rel:N|Title:Author|Duties:write e-books to be sold on amazon|StrtDt:12-09-13|TotHrs/mon:0.01|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-01-23
S63	Uniform Securities Agent State Law Examination	2014-05-01

S66 Uniform Combined State Law Examination

2015-01-23
S63 Uniform Securities Agent State Law Examination

2014-05-01

Other Names

Kimberly Dawn Montgomery
Kimberly Dawn Taliaferro

View on SEC IAPD

More in Jacksonville Beach, FL

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor