Beverly A. Taylor

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

• 03/2013 → 09/2016
  Edelman Financial Services Llc
  Fairfax, VA
• 04/2016 → 09/2016
  Ef Legacy Securities, Llc
  Henrico, VA
• 01/2018 → 08/2019
  Minnesota Life
  St. Paul, MN
• 01/2018 → 08/2019
  Securian Financial Services Inc.
  St. Paul, MN
• 01/2018 → 08/2019
  Securian Capital Of The Chesapeake
  Bowie, MD
• 09/2016 → 12/2017
  Unemployed
  Lake Ridge, VA
• 08/2019 → 03/2020
  Ameriprise Financial Services, Inc.
  Lake Ridge, VA
• 04/2021 → Present
  Fidelity Investments
  Covington, KY
• 03/2020 → 04/2021
  Unemployed
  Lake Ridge, VA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-07-08 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Lake Ridge, VA
• 2019-09-05 → 2020-06-22
  Ameriprise Financial Services, Llc
  Lake Ridge, VA
• 2018-01-11 → 2019-08-19
  Securian Financial Services, Inc.
  Bowie, MD
  Fairfax, VA
  Towson, MD
• 2013-03-19 → 2016-09-15
  Edelman Financial Services, Llc
  Fairfax, VA
• 2008-04-23 → 2012-08-13
  Lpl Financial Llc
  Herndon, VA
• 2004-04-22 → 2007-01-16
  Truist Investment Services, Inc.
  Alexandria, VA
  Vienna, VA
  Laurel, MD
• 2003-11-05 → 2004-04-16
  Banc Of America Investment Services, Inc.
  Mclean, VA

Exams

• S66 Uniform Combined State Law Examination
  1999-11-15

Designations

• Certified Financial Planner

Other Names

• Beverly Amelia Taylor
• Beverly Amelia Taylor
• Beverly Taylor
• Beverly A Taylor