Sean Patrick Troy

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

• 06/2022 → 09/2023
  E*Trade Securities Llc
  Chicago, IL
• 05/2020 → 06/2022
  Allstate Insurance (Jack Hallberg-Valek Agency)
  Chicago, IL
• 01/2020 → 08/2020
  Ikea
  Bolingbrook, IL
• 01/2019 → 01/2020
  Potbelly
  Orland Park, IL
• 05/2018 → 10/2025
  Advanced Orthopedic & Spine Care
  Tinley Park & Oak Lawn, IL
• 08/2018 → 06/2019
  Self Employed
  Orland Park, IL
• 07/2019 → 10/2019
  Babysitter
  Orland Park, IL
• 03/2020 → 02/2021
  Grubhub (Self-Employed)
  Orland Park, IL
• 12/2019 → 01/2021
  Doordash (Self Employed)
  Orland Park, IL
• 08/2015 → 05/2019
  Carl Sandburg High School
  Orland Park, IL
• 01/2023 → 07/2025
  Morgan Stanley Smith Barney Llc
  Chicago, IL
• 01/2025 → 07/2025
  Morgan Stanley Smith Barney Llc
  Chesterton, IN
• 01/2025 → 07/2025
  Morgan Stanley Smith Barney Llc
  South Haven, MI
• 10/2025 → Present
  Fidelity Investments
  Chesterton, IN

Other Businesses

OBA-124153|OrgNmn:Advanced Orthopedic & Spine Care|Org Addr:Tinley Par,Illinois,US|OBA Nature:The business provides medical |Invst Rel:N|Title:Janitor/Seasonal Worker|Duties:Seasonal worker. I am currently only working during the winter ,and I help showel snow when the business needs it. |StrtDt:05-01-18|TotHrs/mon:5|TrdHrs/mon:0|

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-08-01
• S63 Uniform Securities Agent State Law Examination
  2021-12-28

Other Names

• Sean P Troy