Terry Stoor
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.4TFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2025 to now
- Fidelity Brokerage ServicesJun 2020 to now
- E*trade Capital Management LLCDec 2019 to May 2020
- E*trade Securities LLCDec 2019 to May 2020
- UnemployedMar 2019 to Dec 2019
- Alps Distributors IncOct 2018 to Mar 2019
- Henssler FinancialOct 2018 to Mar 2019
- Peachcap/peachtree Capital Tax and Advisory, LLCNov 2017 to Oct 2018
- American Global Wealth ManagementJun 2017 to Nov 2017
- UnemployedApr 2016 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2314864
- Firm CRD
- 104555