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Taylor Westbrook

Strategic Advisers LLC

Jacksonville, FL

Jacksonville, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Jacksonville, 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
Fidelity Investments Jacksonville FL 10/2021 Present
Vesta Property Services Jacksonville FL 11/2020 10/2021
Saint Johns County School District Saint Johns FL 08/2018 10/2020
Full Time Student Athlete Thomasville GA 08/2014 08/2018
Creeks Baseball Club Saint Johns FL 01/2019 10/2021
Fidelity Investments Boston MA 03/2025 Present
  • 10/2021 → Present
    Fidelity Investments
    Jacksonville, FL
  • 11/2020 → 10/2021
    Vesta Property Services
    Jacksonville, FL
  • 08/2018 → 10/2020
    Saint Johns County School District
    Saint Johns, FL
  • 08/2014 → 08/2018
    Full Time Student Athlete
    Thomasville, GA
  • 01/2019 → 10/2021
    Creeks Baseball Club
    Saint Johns, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-05-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Other Businesses

OBA-63462|OrgNmn:Creeks Baseball Club|Org Addr:Saint John,Florida,US|OBA Nature:Travel Baseball Organization|Invst Rel:N|Title:Head Baseball Coach|Duties:Head travel baseball coach|StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-02
  • S66 Uniform Combined State Law Examination
    2022-05-02
Other Names
  • Taylor Michael Westbrook
  • Taylor Westbrook

View on SEC IAPD

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