Scott M. Talbot
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
ARLINGTON HEIGHTS, IL
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CRD#: 2499753
Professional summary
Scott M Talbot, CFP®, who also goes by Scott Michael Talbot, Scott Talbot, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Arlington Heights, Illinois and FIDELITY BROKERAGE SERVICES LLC located in Schaumburg, Illinois.
Scott is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Scott has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Biography
I am passionate about partnering with clients to help them capitalize on opportunity, protect them from risk, and most importantly, develop customized wealth plans that help my clients and their families pursue their financial goals and dreams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Scott Michael Talbot | Scott Talbot
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Scott M Talbot's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Education
University of Illinois
Master of Business Administration (MBA) - Economics and Finance
1994
University of Illinois
Bachelor of Arts (BA) - Economics
1991
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1750 E Golf Road Suite 100, Schaumburg, IL 60173-5835RIA
CRD#: 104555
ARLINGTON HEIGHTS, IL
Current
February 16, 2001 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1750 E Golf Road Suite 100, Schaumburg, IL 60173-5835BD
CRD#: 7784
SCHAUMBURG, IL
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SCHAUMBURG, IL
Past
May 31, 2001 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
SCHAUMBURG, IL
Past
June 20, 1994 - August 10, 1994
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(1/3/2002)
RR
California(9/22/2010)
RR
Colorado(6/27/2017)
RR
Connecticut(8/10/2015)
RR
District of Columbia(11/28/2017)
RR
Florida(2/20/2001)
RR
Georgia(8/22/2017)
RR
Hawaii(11/28/2017)
RR
Illinois(5/9/2001)
IAR
Illinois(3/31/2025)
RR
Indiana(5/9/2001)
RR
Iowa(5/9/2001)
RR
Kansas(9/9/2022)
RR
Michigan(1/3/2002)
RR
Minnesota(3/12/2021)
RR
Missouri(4/12/2006)
RR
Nevada(12/3/2013)
RR
New York(11/28/2017)
RR
North Carolina(7/18/2008)
RR
Ohio(6/3/2025)
RR
Rhode Island(4/2/2021)
RR
South Carolina(7/18/2008)
RR
Tennessee(9/23/2019)
RR
Texas(3/16/2023)
IAR
Texas(3/31/2025)
RR
Utah(11/28/2017)
RR
Washington(9/23/2019)
RR
Wisconsin(5/9/2001)
RR
Wyoming(9/23/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Arlington Heights, ILTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
