Taylor R. Glad

SYMMETRY PARTNERS

ST PETERSBURG, FL

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CRD#: 7288387

Professional summary

Taylor Rae Glad, who also goes by Taylor Glad, Taylor Rae Glad, is a registered financial advisor currently at SYMMETRY PARTNERS located in St Petersburg, Florida.

Taylor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Taylor has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Taylor Glad | Taylor Rae Glad

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 Rae Glad'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®

None

Experience

Current

September 9, 2025 - Present

SYMMETRY PARTNERS

RIA

CRD#: 120982

ST PETERSBURG, FL

Past

December 16, 2024 - September 8, 2025

MORGAN STANLEY

RIA

CRD#: 149777

Tampa, FL

Past

December 16, 2024 - September 8, 2025

MORGAN STANLEY

CRD#: 149777

Tampa, FL

Past

December 8, 2021 - November 26, 2024

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

SAINT PETERSBURG, FL

Past

October 15, 2021 - November 26, 2024

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

MERRIMACK, NH

Past

September 28, 2020 - September 24, 2021

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

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".

SYMMETRY PARTNERS

CRD#: 120982 / SEC#: 801-61342

RIA

Registered Investment Advisory firm - (7/26/2002 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.

Highlighted states indicate IAR registrations

IAR

Connecticut
(9/9/2025)

IAR

Florida
(9/22/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/7/2021

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/6/2020

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/28/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/22/2020

Securities Industry Essentials Examination

Current Firm

SYMMETRY PARTNERS

CRD#: 120982 / SEC#: 801-61342

RIA

Registered Investment Advisory firm - (7/26/2002 Approved)

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Contact information

Main Address

151 National Drive, Glastonbury, CT 06033

Mailing Address

Phone number

(860) 734-2000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SYMMETRY PARTNERS, LLC FORM ADV PART 2 3/23 (9/8/2025)

Regulatory assets under management

Total Number of Accounts	13,224
AUM (Assets Under Management)	$ 5,718,728,103

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.

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Firm Stability Insights

Taylor R. Glad

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Taylor Rae Glad's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORGAN STANLEY

MORGAN STANLEY

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

SYMMETRY PARTNERS

State Registrations and Notice Filings

Exams

Series 66

Date: 12/7/2021

Series 63

Date: 10/6/2020

Series 7TO

Date: 9/28/2020

SIE

Date: 7/22/2020

Current Firm

SYMMETRY PARTNERS

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SYMMETRY PARTNERS

TRUST BUT VERIFY

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