Tara Lynn Meyer

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
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

Sarasota, FL • United States

201 N Cattlemen Rd, Sarasota, FL 34243-4743 • 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

Organization	City	State	From	To
Uipath	New York	NY	05/2021	07/2022
Pwc	Tampa	FL	10/2009	06/2020
Ushealth Advisors	Sarasota	FL	08/2023	09/2023
Fidelity Investments	Sarasota	FL	11/2023	Present
Unemployed	Sarasota	FL	08/2022	07/2023
Unemployed	Sarsota	FL	07/2020	04/2021
Fidelity Investments	Boston	MA	03/2025	Present

05/2021 → 07/2022

Uipath

New York, NY
10/2009 → 06/2020

Pwc

Tampa, FL
08/2023 → 09/2023

Ushealth Advisors

Sarasota, FL
11/2023 → Present

Fidelity Investments

Sarasota, FL
08/2022 → 07/2023

Unemployed

Sarasota, FL
07/2020 → 04/2021

Unemployed

Sarsota, FL
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-02-27 → 2025-03-31

Fidelity Personal And Workplace Advisors

Sarasota, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-02-08

S66 Uniform Combined State Law Examination

2024-02-08

View on SEC IAPD

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