Tara Lynn Guido

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

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

MD RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Annapolis, MD • 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
Valic Financial Advisors, Inc.	Linthicum	MD	05/2014	05/2023
Agia	Houston	TX	12/2022	05/2023
Fidelity Brokerage Services, Ll	Atlanta	GA	05/2023	Present
Fidelity Investments	Boston	MA	03/2025	Present

05/2014 → 05/2023

Valic Financial Advisors, Inc.

Linthicum, MD
12/2022 → 05/2023

Agia

Houston, TX
05/2023 → Present

Fidelity Brokerage Services, Ll

Atlanta, GA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-11-17 → 2025-03-31

Fidelity Personal And Workplace Advisors

Annapolis, MD
2014-11-18 → 2023-05-12

Valic Financial Advisors, Inc.

Linthicum Heights, MD

Linthicum Heights, MD

Other Businesses

OBA-117284|OrgNmn:Princess in Process|Org Addr:Annapolis,Maryland,US|OBA Nature:Design and sell products to gr|Invst Rel:N|Title:Owner|Duties:Write, develop and create inspirational materials.|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-11-01

S66 Uniform Combined State Law Examination

2014-11-01

Other Names

Tara Lynn Boyd

View on SEC IAPD

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