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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Smyrna, GA • United States

3630 Peachtree Road Ne Suite 100 - 900, Atlanta, GA 30326-1568 • 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
Unemployed Atlanta GA 04/2016 06/2017
American Global Wealth Management Mcdonough GA 06/2017 11/2017
Peachcap/Peachtree Capital Tax And Advisory, Llc Atlanta GA 11/2017 10/2018
Alps Distributors Inc Denver CO 10/2018 03/2019
Henssler Financial Kennesaw GA 10/2018 03/2019
E*Trade Securities Llc Alpharetta GA 12/2019 05/2020
E*Trade Capital Management Llc Alpharetta GA 12/2019 05/2020
Unemployed Atlanta GA 03/2019 12/2019
Fidelity Brokerage Services Atlanta GA 06/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2016 → 06/2017
    Unemployed
    Atlanta, GA
  • 06/2017 → 11/2017
    American Global Wealth Management
    Mcdonough, GA
  • 11/2017 → 10/2018
    Peachcap/Peachtree Capital Tax And Advisory, Llc
    Atlanta, GA
  • 10/2018 → 03/2019
    Alps Distributors Inc
    Denver, CO
  • 10/2018 → 03/2019
    Kennesaw, GA
  • 12/2019 → 05/2020
    E*Trade Securities Llc
    Alpharetta, GA
  • 12/2019 → 05/2020
    E*Trade Capital Management Llc
    Alpharetta, GA
  • 03/2019 → 12/2019
    Unemployed
    Atlanta, GA
  • 06/2020 → Present
    Fidelity Brokerage Services
    Atlanta, GA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-02
S63 Uniform Securities Agent State Law Examination 1993-02-09
  • S66 Uniform Combined State Law Examination
    2017-08-02
  • S63 Uniform Securities Agent State Law Examination
    1993-02-09
Designations
Other Names
  • Brady Allan Stoor
  • Terry Allan Stoor
  • Terry A Stoor

View on SEC IAPD

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