Terry A. Stoor

STRATEGIC ADVISERS LLC | Financial Consultant

SMYRNA, GA

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CRD#: 2314864

Professional summary

Terry Allan Stoor, CFP®, who also goes by Brady Allan Stoor, Terry Allan Stoor, Terry A Stoor, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Smyrna, Georgia and FIDELITY BROKERAGE SERVICES LLC located in Atlanta, Georgia.

Terry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Terry has worked at 15 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 9, Series 10 and Series 8 exams.

Biography

For nearly three decades now, it has been my passion to help clients invest intelligently and sleep sounder at night with a tailored financial plan for their unique goals and dreams.  As your Financial Consultant, I will partner with you and your family to form a strong relationship and work hard to maintain a deep level of trust, reliability, and competency.  Making a difference in your financial life is always what I strive for.

Question & Answer

What are your service offerings?

Employee and Employer Plan Ben...

Retirement Planning

Education Planning

Insurance Planning

Tax Planning

Retirement Income Management

Investment Planning

Comprehensive Financial Planni...

Estate Planning

Are you a "fiduciary"?

Yes

Aliases

Brady Allan Stoor | Terry Allan Stoor | Terry A Stoor

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terry Allan Stoor's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2007

Education

College for Financial Planning

Master of Science - Personal Financial Planning

2009

Michigan State University

Bachelor of Arts (BA) - Finance

1992

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 3630 Peachtree Road Ne Suite 100 - 900, Atlanta, GA 30326

RIA

CRD#: 104555

SMYRNA, GA

Current

June 26, 2020 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 3630 Peachtree Road Ne Suite 100 - 900, Atlanta, GA 30326-1568

CRD#: 7784

Atlanta, GA

Past

July 7, 2020 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 5393

ATLANTA, GA

Past

February 26, 1994 - December 1, 1994

INVEST FINANCIAL CORPORATION

CRD#: 12984

APPLETON, WI

Past

February 12, 1993 - February 4, 1994

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

February 12, 1993 - February 4, 1994

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(6/26/2020)

Arkansas
(1/3/2025)

California
(2/22/2022)

Florida
(6/26/2020)

Georgia
(6/26/2020)

IAR

Georgia
(3/31/2025)

Illinois
(3/25/2023)

Indiana
(1/17/2023)

Massachusetts
(8/8/2020)

Mississippi
(6/16/2023)

New Mexico
(3/1/2024)

New York
(2/12/2021)

North Carolina
(6/26/2020)

South Carolina
(5/9/2023)

Tennessee
(1/28/2022)

Texas
(7/21/2020)

IAR

Texas
(3/31/2025)

Virginia
(7/21/2020)

West Virginia
(3/4/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/2/2017

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/9/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/8/1993

General Securities Representative Examination

Principal/Supervisory Exam

Series 9

Date: 1/2/2023

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 1/2/2023

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 8

Date: 11/20/1997

General Securities Sales Supervisor Examination (Options Module & General Module)

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

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Contact information

Main Address

155 Seaport Blvd, Boston, MA 02210-2698

Mailing Address

Phone number

(617) 563-7000

Established

Firm type

Fiscal year end

# of Employees

16,291

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,486,631
AUM (Assets Under Management)	$ 1,067,664,605,590

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/24/2025	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Firm Stability Insights

Terry A. Stoor

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terry Allan Stoor's CRS (Customer Relationship Summary).

Certified licenses

Education

College for Financial Planning

Michigan State University

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

HARRISDIRECT LLC

E*TRADE SECURITIES LLC

HENSSLER FINANCIAL

ALPS DISTRIBUTORS, INC.

PEACHCAP TAX & ADVISORY, LLC

PEACHCAP SECURITIES, INC.

CAPE INVESTMENT ADVISORY, INC.

AMERICAN GLOBAL WEALTH MANAGEMENT, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

INVEST FINANCIAL CORPORATION

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/2/2017

Series 63

Date: 2/9/1993

SIE

Date: 10/1/2018

Series 7

Date: 2/8/1993

Series 9

Date: 1/2/2023

Series 10

Date: 1/2/2023

Series 8

Date: 11/20/1997

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

Contact information

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