Taylor Darrin Avery

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

• 03/2022 → Present
  Fidelity Investments
  Salt Lake City, UT
• 11/2020 → 03/2022
  Wells Fargo
  Springville, UT
• 04/2020 → 08/2020
  Bass Pro Shops
  Tooele, UT
• 08/2020 → 04/2021
  Full Time Education
  Tooele, UT
• 03/2019 → 03/2020
  Full-Time Religious Service
  Orlando, FL
• 11/2018 → 03/2019
  Bass Pro Shops
  Tooele, UT
• 05/2018 → 10/2018
  Vector Marketing
  Sandy, UT
• 09/2017 → 05/2018
  Mcdonald's
  Tooele, UT
• 02/2017 → 09/2017
  Birch Family Pharmacy
  Tooele, UT
• 08/2005 → 04/2018
  Full Time Education
  Tooele, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-07-14 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT

Other Businesses

OBA-126029|OrgNmn:Word Cheetah|Org Addr:Tooele,Utah,US|OBA Nature:Word game solver and informati|Invst Rel:N|Title:Sole Proprietor|Duties:Simple web development and minimal maintenance.|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2022-07-02