Best Investors Account Sign in

Derric Hoover

Strategic Advisers LLC

Winter Park, FL

Winter Park, FL

Claim This Profile
Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

900 North Orlando Ave, Winter Park, FL 32789-2924 • United States

Winter Park, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Usaa Financial Advisors, Inc Addison TX 06/2012 08/2017
Usaa Financial Planning Services Addison TX 06/2012 08/2017
Unemployed Dallas TX 08/2017 11/2017
Td Ameritrade Altamonte Springs FL 12/2017 01/2021
Carson Wealth Advisors Orlando FL 01/2021 04/2021
Fidelity Investments Orlando FL 04/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2007-12-20
  • S66 Uniform Combined State Law Examination
    2007-12-20
Other Names
  • Derric L Hoover
  • Derric Hoover
  • Derric Lacy Hoover

View on SEC IAPD

Other Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
DOBSON STREET LLC
PFS INVESTMENTS INC.

Other Investors

Bradley Dean Erb
Julie Kerr Tecau
Samuel Warren Gruenig
Brittney Rhyianna Cooper
Carlton J Smith
Erin B Long
Misty Morris
DiIvory Edgecomb

Other Offices

EDWARD JONES · Winter Park, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Winter Park, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Winter Park, FL
LPL FINANCIAL LLC · WINTER PARK, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Winter Park, FL
WELLS FARGO CLEARING SERVICES, LLC · WINTER PARK, FL
DOBSON STREET LLC · WINTER PARK, FL
PFS INVESTMENTS INC. · WINTER PARK, FL

More in Winter Park, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor