Best Investors Account Sign in

Troy Taber

Strategic Advisers LLC

Charlotte, NC

Charlotte, NC

CRD 7541550

Claim This Profile
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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-09-02
TX RA APPROVED 2025-03-31
  • NC RA
    APPROVED
    Since 2025-09-02
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Charlotte, NC • United States

4611 Sharon Rd Two Coltsgate, Charlotte, NC 28211-3529 • 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 Paramus NJ 04/2022 Present
Life Time Inc. Montvale NJ 09/2020 03/2022
Top Tier Threads Llc Park Ridge NJ 01/2021 04/2022
Life Time Inc. Montvale NJ 06/2018 03/2020
Unemployed Park Ridge NJ 03/2020 09/2020
Retro Fitness Pearl River NY 02/2018 06/2018
Complete Game Llc Allendale NJ 09/2017 07/2018
Landscape Systems Inc. Park Ridge NJ 05/2017 11/2017
Full Time Student State College PA 08/2013 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 04/2022 → Present
    Fidelity Investments
    Paramus, NJ
  • 09/2020 → 03/2022
    Life Time Inc.
    Montvale, NJ
  • 01/2021 → 04/2022
    Top Tier Threads Llc
    Park Ridge, NJ
  • 06/2018 → 03/2020
    Life Time Inc.
    Montvale, NJ
  • 03/2020 → 09/2020
    Unemployed
    Park Ridge, NJ
  • 02/2018 → 06/2018
    Retro Fitness
    Pearl River, NY
  • 09/2017 → 07/2018
    Complete Game Llc
    Allendale, NJ
  • 05/2017 → 11/2017
    Landscape Systems Inc.
    Park Ridge, NJ
  • 08/2013 → 05/2017
    Full Time Student
    State College, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-07-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Paramus, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-14
S63 Uniform Securities Agent State Law Examination 2022-07-22
  • S66 Uniform Combined State Law Examination
    2022-10-14
  • S63 Uniform Securities Agent State Law Examination
    2022-07-22
Other Names
  • Troy Taber
  • Troy R Taber

View on SEC IAPD

More in Charlotte, NC

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor