Taylor John Stone

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
TX	RA	APPROVED	2026-02-04
OH	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2026-02-04
OH RA
APPROVED

Since 2025-03-31

Branch Locations

200 Pinecrest Drive, Orange, OH 44122-4207 • United States

Willoughby, OH • 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
Buckeye Business Products	Oh	OH	03/2014	02/2019
Unemployed	Willoughby	OH	02/2019	06/2019
Keller Williams	Oh	OH	06/2019	01/2024
Fidelity Investments	Orange	OH	02/2024	Present
Fidelity Investments	Boston	MA	03/2025	Present

03/2014 → 02/2019

Buckeye Business Products

Oh, OH
02/2019 → 06/2019

Unemployed

Willoughby, OH
06/2019 → 01/2024

Keller Williams

Oh, OH
02/2024 → Present

Fidelity Investments

Orange, OH
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-06-27 → 2025-03-31

Fidelity Personal And Workplace Advisors

Orange, OH

Other Businesses

OBA-107061|OrgNmn:Keller Williams Living|Org Addr:Solon,Ohio,US|OBA Nature:Facilitating the buying and se|Invst Rel:Y|Title:Independent contractor|Duties:Facilite buying and selling of residential real estate outside of Fidelity business hours.|StrtDt:06-24-19|TotHrs/mon:8|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-06-03

S66 Uniform Combined State Law Examination

2024-06-03

Other Names

Taylor J Stone

View on SEC IAPD

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