Gabriel Taylor
STRATEGIC ADVISERS LLC | Financial Consultant
HUNTINGTON BEACH, CA
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CRD#: 5293949
Professional summary
Gabriel Taylor, CFP®, who also goes by Gabe Taylor, Gabriel J Taylor, Gabriel James Taylor, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Huntington Beach, California and FIDELITY BROKERAGE SERVICES LLC located in Seal Beach, California.
Gabriel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Gabriel has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Biography
I'll help you progress toward financial peace of mind by deeply understanding your specific situation and co-creating a detailed plan with you. I look forward to meeting with you soon!
Question & Answer
What are your service offerings?
Estate Planning
Business Succession Planning
Elder Care
Life Transitions
Retirement Income Management
Debt Management
Tax Planning
Insurance Planning
Education Planning
Employee and Employer Plan Ben...
Retirement Planning
Small Business Planning
Budgeting
Socially Responsible Investing
Comprehensive Financial Planni...
Health Care
Investment Planning
Divorce Planning
Social Security Planning
Inheritance
Long-term Care
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Gabe Taylor | Gabriel J Taylor | Gabriel James Taylor
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 Gabriel Taylor'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®
CFP®
Start date: 2020
Education
College for Financial Planning
Master of Science (MS) - Personal Financial Planning
2015
Milligan University
Master of Divinity (MDiv) - Philosophy & Religion
2005
Hope International University
Bachelor of Arts (BA) - Philosophy & Religion
2002
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 12201 Seal Beach Blvd, Seal Beach, CA 90740RIA
CRD#: 104555
HUNTINGTON BEACH, CA
Current
August 3, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 12201 Seal Beach Blvd, Seal Beach, CA 90740-2634BD
CRD#: 7784
Seal Beach, CA
Past
August 6, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SEAL BEACH, CA
Past
February 19, 2021 - June 28, 2021
HARRISDIRECT LLC
RIA
CRD#: 42159
SANTA ANA, CA
Past
February 19, 2021 - June 28, 2021
E*TRADE SECURITIES LLC
BD
CRD#: 29106
SANTA ANA, CA
Past
July 8, 2015 - December 31, 2020
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
IRVINE, CA
Past
July 8, 2015 - January 11, 2021
TD AMERITRADE, INC.
RIA
CRD#: 7870
IRVINE, CA
Past
July 7, 2015 - January 11, 2021
TD AMERITRADE, INC.
BD
CRD#: 7870
IRVINE, CA
Past
September 8, 2009 - May 14, 2015
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
NEWPORT BEACH, CA
Past
August 24, 2007 - May 14, 2015
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
NEWPORT BEACH, CA
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
Alabama(1/6/2023)
RR
Arizona(10/8/2021)
RR
California(8/3/2021)
IAR
California(3/31/2025)
RR
Colorado(11/17/2021)
RR
Connecticut(3/25/2023)
RR
Delaware(7/21/2023)
RR
Florida(3/2/2022)
RR
Georgia(3/25/2022)
RR
Hawaii(11/2/2021)
RR
Idaho(3/25/2023)
RR
Illinois(1/10/2022)
RR
Iowa(9/29/2023)
RR
Louisiana(11/23/2021)
RR
Maryland(9/9/2022)
RR
Massachusetts(5/6/2022)
RR
Minnesota(5/31/2022)
RR
Missouri(5/6/2022)
RR
Nevada(1/14/2022)
RR
New Hampshire(1/31/2025)
RR
New Jersey(11/23/2021)
RR
New York(12/20/2021)
RR
North Carolina(1/26/2022)
RR
Ohio(2/4/2022)
RR
Oklahoma(10/8/2021)
RR
Oregon(7/8/2022)
RR
South Carolina(5/6/2022)
RR
South Dakota(8/17/2022)
RR
Tennessee(11/23/2021)
RR
Texas(10/26/2021)
IAR
Texas(3/31/2025)
RR
Utah(5/6/2022)
RR
Vermont(9/29/2023)
RR
Virginia(7/26/2022)
RR
Washington(5/2/2022)
RR
Wisconsin(5/19/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory 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
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Huntington Beach, CATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
