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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

TARA S MEYERS

Advisor at STRATEGIC ADVISERS LLC

HENDERSON, NV

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Search this name across graphsid dfx:ria:9aa812e7-a509-143e-c99a-6f7111a86451

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Oct 15, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 12, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Oct 12, 2007
First registration: Oct 15, 2007
Dual registered: yes, broker-dealer
Other names: TARA SUSANNE MEYERS
IAPD individual key: 5379284

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	HENDERSON, NV\|HENDERSON, NV	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Mar 31, 2025	no	BOSTON, MA\|HENDERSON, NV\|HENDERSON, NV	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Aug 27, 2012	Jul 13, 2018	no	HENDERSON, NV	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Sep 8, 2009	Feb 4, 2011	no	REDWOOD CITY, CA\|FORT MILL, SC	Previous registration
ASSOCIATED SECURITIES CORP.	n/a	Aug 7, 2009	Sep 8, 2009	no	MENLO PARK, CA	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Oct 15, 2007	Jun 3, 2008	no	HENDERSON, NV	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm
LPL FINANCIAL LLC	STRATEGIC ADVISERS LLC	Feb 4, 2011	Aug 27, 2012	570	Firm change after gap	Other
ASSOCIATED SECURITIES CORP.	LPL FINANCIAL LLC	Sep 8, 2009	Sep 8, 2009	0	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	ASSOCIATED SECURITIES CORP.	Jun 3, 2008	Aug 7, 2009	430	Firm change after gap	Other

Relationships

Registered with (5)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Aug 27, 2012 to Jul 13, 2018factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Mar 31, 2025factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Sep 8, 2009 to Feb 4, 2011factForm ADV
→ ASSOCIATED SECURITIES CORP.Registered adviserregistration: previous registration
Aug 7, 2009 to Sep 8, 2009factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Oct 15, 2007 to Jun 3, 2008factForm ADV

Dated events

No dated event names this entity yet.