Taylor A. Skees
STRATEGIC ADVISERS LLC | Financial Consultant
LAMBERTVILLE, MI
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CRD#: 5370138
Professional summary
Taylor A. Skees, CFP®, who also goes by Taylor Andrew Skees, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Lambertville, Michigan and FIDELITY BROKERAGE SERVICES LLC located in Perrysburg, Ohio.
Taylor is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Taylor has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Biography
I have over 10 years of industry experience creating long term relationships with clients and their families. My planning process, business beliefs, and core values are all centered on your family's financial and lifestyle goals. Together, we will utilize the vast resources of Fidelity to build a financial plan to help you work towards these goals and continue to monitor progress over time.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Taylor Andrew Skees
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 Taylor A. Skees'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 Toledo
Bachelor of Business Administration - Financial Services
2010
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 5101 Levis Commons Blvd, Perrysburg, OH 43551-7146RIA
CRD#: 104555
LAMBERTVILLE, MI
Current
December 1, 2014 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 5101 Levis Commons Blvd, Perrysburg, OH 43551BD
CRD#: 7784
Perrysburg, OH
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
PERRYSBURG, OH
Past
January 4, 2016 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
COVINGTON, KY
Past
May 19, 2014 - October 17, 2014
ALLSTATE FINANCIAL SERVICES, LLC
BD
CRD#: 18272
FREMONT, OH
Past
September 5, 2012 - May 13, 2013
W&S BROKERAGE SERVICES, INC.
BD
CRD#: 8099
HOLLAND, OH
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
Alaska(7/19/2022)
RR
Arizona(1/5/2015)
RR
California(1/5/2015)
RR
Florida(1/5/2015)
RR
Idaho(6/2/2023)
RR
Illinois(1/5/2015)
RR
Indiana(1/5/2015)
RR
Massachusetts(1/5/2015)
RR
Michigan(1/5/2015)
IAR
Michigan(3/31/2025)
RR
New York(7/19/2024)
RR
North Carolina(1/9/2015)
RR
Ohio(1/5/2015)
IAR
Ohio(3/31/2025)
RR
Pennsylvania(1/5/2015)
RR
South Carolina(1/4/2025)
RR
Tennessee(11/1/2016)
RR
Texas(1/5/2015)
IAR
Texas(3/31/2025)
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
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Lambertville, MITRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
