Derric Hoover

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2012 → 08/2017
  Usaa Financial Advisors, Inc
  Addison, TX
• 06/2012 → 08/2017
  Usaa Financial Planning Services
  Addison, TX
• 08/2017 → 11/2017
  Unemployed
  Dallas, TX
• 12/2017 → 01/2021
  Td Ameritrade
  Altamonte Springs, FL
• 01/2021 → 04/2021
  Carson Wealth Advisors
  Orlando, FL
• 04/2021 → Present
  Fidelity Investments
  Orlando, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-06-15 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Altamonte Springs, FL
• 2021-01-28 → 2021-05-26
  Cwm, Llc
  Omaha, NE
  Orlando, FL
• 2018-01-05 → 2021-01-11
  Td Ameritrade, Inc.
  Winter Park, FL
• 2018-01-11 → 2020-12-31
  Td Ameritrade Investment Management, Llc
  Altamonte Springs, FL
• 2012-07-16 → 2017-08-04
  Usaa Financial Planning Services
  Addison, TX
• 2010-02-26 → 2012-01-04
  Valic Financial Advisors, Inc.
  Austin, TX
• 2008-01-05 → 2008-12-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Austin, TX

Exams

• S66 Uniform Combined State Law Examination
  2007-12-20

Other Names

• Derric L Hoover
• Derric Hoover
• Derric Lacy Hoover