Taylor Winbush, financial advisor Edina MN
88 score

Taylor Winbush

CRD Number: 6326044
Current Firm: Strategic Advisers, Inc.

Taylor Winbush (CRD# 6326044) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Edina, MN and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services, LLC Edina, ME Jan 2016 - Current < 1
Axa Advisors, LLC New York, NY Sep 2014 - Jan 2016 1
Automotion Tv Minneapolis, MN May 2014 - Aug 2014 < 1
Northfield Reads And Counts Northfield, MN Apr 2014 - May 2014 < 1
St. Olaf College Northfield, MN Aug 2010 - May 2014 3
Applebee's Northfield, MN Feb 2013 - Oct 2013 < 1
Pizza Hut Northfield, MN Dec 2012 - Feb 2013 < 1
Ymca Northfield, MN Mar 2012 - Aug 2012 < 1
Axel's Woodbury, MN May 2010 - Aug 2010 < 1
Panera Bread Woodbury, MN Nov 2009 - May 2010 < 1
New Life Academy Woodbury, MN Oct 2009 - Nov 2009 < 1
Coldstone Creamery Woodbury, MN Apr 2009 - Oct 2009 < 1
New Life Academy Woodbury, MN May 2004 - Apr 2009 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Taylor D. Winbush
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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