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Taylor Robbert Curtius

Taylor R. Curtius

STRATEGIC ADVISERS LLC | Investment Consultant
LA HABRA, CA
Some features on this profile are disabled
CRD#: 5835556
Taylor Robbert Curtius

Professional summary

Taylor Robbert Curtius, CFP®, who also goes by Taylor Robert Curtius, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in La Habra, California and FIDELITY BROKERAGE SERVICES LLC located in Brea, California.

Taylor is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Taylor has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Biography

I'm passionate about helping people work toward their long term financial goals. I seek to understand what's important to my clients, and strive to get them to where they're trying to go. I partner with my clients to create and maintain strategies that will get them to and through retirement.

Question & Answer

What are your service offerings?
Comprehensive Financial Planni...
Retirement Planning
Retirement Income Management
Social Security Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes

Aliases

Taylor Robert Curtius

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Taylor Robbert Curtius's CRS (Customer Relationship Summary).
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®

Certified Financial Planner

Start date: 2021

Education

California State University, Fullerton

Bachelor of Business Administration - Finance

2010

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 815 E Birch St, Brea, CA 92821-5765
RIA
CRD#: 104555
LA HABRA, CA
Current

April 18, 2022 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 815 East Birch Street, Brea, CA 92821
BD
CRD#: 7784
Brea, CA
Past

April 25, 2022 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
BREA, CA
Past

August 16, 2021 - February 28, 2022

PERSONAL CAPITAL ADVISORS CORPORATION

RIA
CRD#: 155172
SAN FRANCISCO, CA
Past

December 28, 2015 - June 24, 2021

EDWARD JONES

RIA
CRD#: 250
BREA, CA
Past

October 28, 2015 - June 24, 2021

EDWARD JONES

BD
CRD#: 250
BREA, CA
Past

October 1, 2012 - October 7, 2015

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
HUNTINGTON BEACH, CA
Past

September 13, 2012 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
IRVINE, CA
Past

August 15, 2011 - July 17, 2012

NYLIFE SECURITIES LLC

BD
CRD#: 5167
IRVINE, 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
Arizona
(4/18/2022)
RR
California
(4/18/2022)
IAR
California
(3/31/2025)
RR
Connecticut
(12/9/2024)
RR
Florida
(9/5/2023)
RR
Illinois
(7/19/2024)
RR
Maryland
(7/1/2025)
RR
Michigan
(12/9/2024)
RR
Nevada
(4/18/2022)
RR
New York
(5/19/2023)
RR
Oklahoma
(10/30/2024)
RR
Texas
(5/3/2024)
IAR
Texas
(3/31/2025)
RR
Utah
(4/18/2022)
RR
Washington
(3/1/2024)
RR
Wisconsin
(12/9/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/23/2015
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 5/7/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/4/2015
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/12/2011
Investment Company Products/Variable Contracts Representative Examination
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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)
FIDELITY STRATEGIC DISCIPLINES (11/10/2025)
FIDELITY WEALTH SERVICES (9/10/2025)
STRATEGIC ADVISERS LLC (9/10/2025)
FIDELITY MANAGED FIDFOLIOS (3/31/2025)
FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)
FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025
Cover Page
Report

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

Investment ConsultantCRD#: 104555La Habra, CA

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