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Detailed Report
TRINNELL MARIE TAYLOR
TRINNELL MARIE GRAY
CRD#: 2291249
IA
Investment Adviser
B
Broker
STRATEGIC ADVISERS LLCCRD#: 104555 155 SEAPORT BLVD
BOSTON, MA 02210-2698
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 PASADENA, CA
Registration History
2008201020122014201620182020202220242026IASTRATEGIC ADVISERS LLC (CRD# 104555)2025 - Present (<1 year)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2007 - Present (17 years)IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2018 - 2025 (6 years)IASTRATEGIC ADVISERS LLC (CRD# 104555)2011 - 2018 (7 years)
License(s)

State Registrations

B
Alabama 8/2/2022
B
Nebraska 8/2/2022
B
Alaska 8/2/2022
B
Nevada 1/7/2022
B
Arizona 1/7/2022
B
New Hampshire 8/2/2022
B
Arkansas 8/2/2022
B
New Jersey 8/2/2022
B
California 8/30/2007
B
New Mexico 8/2/2022
IA
California 3/31/2025
B
New York 8/2/2022
B
Colorado 8/2/2022
B
North Carolina 8/2/2022
B
Connecticut 8/2/2022
B
North Dakota 8/2/2022
B
Delaware 8/2/2022
B
Ohio 8/3/2022
B
District of Columbia 8/2/2022
B
Oklahoma 8/2/2022
B
Florida 8/2/2022
B
Oregon 1/26/2021
B
Georgia 8/2/2022
B
Pennsylvania 8/2/2022
B
Hawaii 8/2/2022
B
Puerto Rico 1/6/2023
B
Idaho 8/2/2022
B
Rhode Island 8/2/2022
B
Illinois 8/2/2022
B
South Carolina 8/2/2022
B
Indiana 8/2/2022
B
South Dakota 8/2/2022
B
Iowa 8/2/2022
B
Tennessee 8/2/2022
B
Kansas 8/2/2022
B
Texas 8/2/2022
B
Kentucky 8/2/2022
IA
Texas 3/31/2025
B
Louisiana 8/2/2022
B
Utah 8/2/2022
B
Maine 8/2/2022
B
Vermont 8/2/2022
B
Maryland 8/2/2022
B
Virgin Islands 8/2/2022
B
Massachusetts 8/2/2022
B
Virginia 8/2/2022
B
Michigan 8/2/2022
B
Washington 1/26/2021
B
Minnesota 8/2/2022
B
West Virginia 8/2/2022
B
Mississippi 8/2/2022
B
Wisconsin 8/2/2022
B
Missouri 8/2/2022
B
Wyoming 8/2/2022
B
Montana 1/26/2021

SRO Registrations

B
 FINRA
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
STRATEGIC ADVISERS LLC (CRD#:104555)
155 SEAPORT BLVD, BOSTON, MA 02210-2698
Registered with this firm since 3/31/2025
B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
PASADENA, CA
2225 VILLAGE WALK DRIVE, STE 199 SHOPS AT GREEN VALLEY RANCH, HENDERSON, NV 89052
Registered with this firm since 8/23/2007
Previous Registration(s)
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IA
 07/13/2018 - 03/31/2025 FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590) HENDERSON, NV
IA
 01/13/2011 - 07/13/2018 STRATEGIC ADVISERS LLC (CRD#:104555) PASADENA, CA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.