Taylor Kirk Gustad

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

• 09/2021 → Present
  Fidelity Investments
  Denver, CO
• 01/2021 → 08/2021
  Cellular Sales
  Firestone, CO
• 12/2020 → 01/2021
  Tracestaffing
  Firestone, CO
• 06/2020 → 12/2020
  Independent Contractor
  Lexington, KY
• 03/2017 → 06/2020
  Pickett Brass And Blackburn Trumpets
  Lexington, KY
• 08/2017 → 05/2019
  University Of Kentucky
  Lexington, KY
• 08/2016 → 03/2017
  Singletary Center For The Arts
  Lexington, KY
• 08/2016 → 11/2021
  University Of Kentucky
  Lexington, KY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-03-04 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO

Exams

• S66 Uniform Combined State Law Examination
  2022-02-25

Other Names

• Taylor Kirk Gustad
• Taylor Gustad