Todd Skogen

Strategic Advisers LLC

Claim This Profile

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2025-03-31

Branch Locations

Mckinney, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	03/2018	03/2020
Swl Advisory / Consultant	Dallas	TX	10/2016	03/2018
Globe Life / Torchmark- Part Time	Mckinney	TX	09/2016	02/2017
Unemployed	Mckinney	TX	03/2020	07/2020
Farmers Insurance	Plano	TX	07/2020	08/2020
Farmers Financial Solutions	Plano	TX	08/2020	05/2021
Fidelity Investments	Westlake	TX	05/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

03/2018 → 03/2020

Edward Jones

St Louis, MO
10/2016 → 03/2018

Swl Advisory / Consultant

Dallas, TX
09/2016 → 02/2017

Globe Life / Torchmark- Part Time

Mckinney, TX
03/2020 → 07/2020

Unemployed

Mckinney, TX
07/2020 → 08/2020

Farmers Insurance

Plano, TX
08/2020 → 05/2021

Farmers Financial Solutions

Plano, TX
05/2021 → Present

Fidelity Investments

Westlake, TX
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-07-12 → 2025-03-31

Fidelity Personal And Workplace Advisors

Westlake, TX
2018-07-18 → 2020-03-05

Edward Jones

Mckinney, TX

St Louis, MO

Mckinney, TX

Mckinney, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-07-17

S66 Uniform Combined State Law Examination

2018-07-17

Other Names

Todd Skogen
Todd Gerald Skogen

View on SEC IAPD

More in Mckinney, TX

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor