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Garrett G. Hoffman

Strategic Advisers LLC

University Heights, OH

Orange, OH

CRD 7123753

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

University Heights, OH • United States

200 Pinecrest Drive, Orange, OH 44122-4207 • 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
Taco Bell Vermilion OH 07/2013 01/2018
Miami University Oxford OH 08/2016 12/2019
Northwest Bank Lorain OH 05/2018 01/2019
Fidelity Investments Cincinnati OH 06/2020 Present
Unemployed Vermilion OH 01/2020 05/2020
Fidelity Investments Boston MA 03/2025 Present
  • 07/2013 → 01/2018
    Taco Bell
    Vermilion, OH
  • 08/2016 → 12/2019
    Miami University
    Oxford, OH
  • 05/2018 → 01/2019
    Northwest Bank
    Lorain, OH
  • 06/2020 → Present
    Fidelity Investments
    Cincinnati, OH
  • 01/2020 → 05/2020
    Unemployed
    Vermilion, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-12-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Woodmere Village, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-06
  • S66 Uniform Combined State Law Examination
    2020-12-06
Other Names
  • Garrett George Hoffman
  • Garrett Hoffman

View on SEC IAPD

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