Todd Andrew Hall

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

• 05/2022 → 02/2023
  J.P. Morgan Securities Llc
  Columbus, OH
• 01/2019 → 04/2022
  Jpmorgan Chase Bank
  Columbus, OH
• 09/2015 → 01/2021
  Level One Bar & Arcade
  Columbus, OH
• 10/2016 → 12/2017
  Starbucks
  Columbus, OH
• 02/2023 → 07/2023
  Unemployment
  Powell, OH
• 07/2023 → 09/2023
  Guardian Life
  Powell, OH
• 09/2023 → Present
  Fidelity Investments
  Columbus, OH

Exams

• S66 Uniform Combined State Law Examination
  2026-05-30
• S63 Uniform Securities Agent State Law Examination
  2023-12-22

Other Names

• Tj Hall
• Todd Andrew Hall
• Todd Andrew Hall
• Todd Andrew Hall