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Taylor L. Scott

Strategic Advisers LLC

Rancho Santa Margarita, CA

Irvine, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Rancho Santa Margarita, CA • United States

2211 Michelson Drive Suites 100 & 120, Irvine, CA 92612-1386 • 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 Irvine CA 10/2023 Present
U.S. Bank Robinsdale MN 12/2022 08/2023
Mufg Union Bank New York NY 05/2022 12/2022
Cross Country Mortgage Cleveland OH 06/2021 03/2022
Cardinal Financial Charlette NC 12/2020 06/2021
The Ritz Carlton Hotel Company Llc Louisville TN 10/2018 10/2020
Boneyard Beach Cafe Dana Point CA 07/2017 10/2018
Sprouts Farmers Market Phoenix AZ 07/2017 07/2017
Body Boarding Adventures Llc Ladera Ranch CA 04/2017 07/2017
Boneyard Beach Cafe Dana Point CA 10/2016 04/2017
California State University Long Beach Long Beach CA 01/2020 05/2023
Saddleback College Mission Viejo CA 08/2016 01/2020
Fidelity Investments Boston MA 03/2025 Present
  • 10/2023 → Present
    Fidelity Investments
    Irvine, CA
  • 12/2022 → 08/2023
    U.S. Bank
    Robinsdale, MN
  • 05/2022 → 12/2022
    Mufg Union Bank
    New York, NY
  • 06/2021 → 03/2022
    Cross Country Mortgage
    Cleveland, OH
  • 12/2020 → 06/2021
    Cardinal Financial
    Charlette, NC
  • 10/2018 → 10/2020
    The Ritz Carlton Hotel Company Llc
    Louisville, TN
  • 07/2017 → 10/2018
    Boneyard Beach Cafe
    Dana Point, CA
  • 07/2017 → 07/2017
    Sprouts Farmers Market
    Phoenix, AZ
  • 04/2017 → 07/2017
    Body Boarding Adventures Llc
    Ladera Ranch, CA
  • 10/2016 → 04/2017
    Boneyard Beach Cafe
    Dana Point, CA
  • 01/2020 → 05/2023
    California State University Long Beach
    Long Beach, CA
  • 08/2016 → 01/2020
    Saddleback College
    Mission Viejo, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-03-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Irvine, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-04
  • S66 Uniform Combined State Law Examination
    2024-03-04
Other Names
  • Taylor Louis Scott

View on SEC IAPD

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