Troy L. Lemer
STRATEGIC ADVISERS LLC | Financial Consultant
FARMINGTON, MN
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CRD#: 3111002
Professional summary
Troy Leigh Lemer, who also goes by Troy Leigh Lemer, Troy L Lemer, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Farmington, Minnesota and FIDELITY BROKERAGE SERVICES LLC located in Oakdale, Minnesota.
Troy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Troy has worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 10 and Series 9 exams.
Biography
During the past 20 years I've identified a few cornerstones in how I work with clients. First, I empower you with better knowledge and resources so we can construct a financial plan. Additionally, we build an ongoing relationship while openly discussing any questions, thoughts or concerns. Finally, I am committed to delivering an outstanding client experience which is tailor-made to your needs, wants and expectations. I look forward to the opportunity of discussing your unique situation.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Troy Leigh Lemer | Troy L Lemer
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.
OBA-97595|OrgNmn:eBay|Org Addr:Farmington,Minnesota,US|OBA Nature:Sports Cards on eBay|Invst Rel:N|Title:Supervisor of my child's sports c|Duties:Supervise my son buying and selling sports cards on eBay.|StrtDt:12-17-24|TotHrs/mon:1|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Troy Leigh Lemer's 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®
NoneEducation
University of Saint Thomas
Master of Business Administration (MBA) - Finance
2004
University of Wisconsin Colleges
Bachelor of Business Administration - Marketing
1995
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 8342 3rd Street N, Oakdale, MN 55128-5439RIA
CRD#: 104555
FARMINGTON, MN
Current
March 1, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 8342 3rd Street North, Oakdale, MN 55128BD
CRD#: 7784
Oakdale, MN
Past
March 16, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
OAKDALE, MN
Past
May 14, 2010 - December 31, 2020
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
ST. PAUL, MN
Past
May 14, 2010 - January 11, 2021
TD AMERITRADE, INC.
RIA
CRD#: 7870
ST. PAUL, MN
Past
May 7, 2010 - January 11, 2021
TD AMERITRADE, INC.
BD
CRD#: 7870
ST. PAUL, MN
Past
January 2, 2009 - May 20, 2010
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.
BD
CRD#: 840
MINNEAPOLIS, MN
Past
August 15, 2007 - January 2, 2009
RIVERSOURCE DISTRIBUTORS, INC.
BD
CRD#: 139135
MINNEAPOLIS, MN
Past
November 2, 2000 - August 7, 2007
WELLS FARGO INVESTMENTS, LLC
BD
CRD#: 10582
MINNEAPOLIS, MN
Past
March 22, 2000 - December 13, 2000
WELLS FARGO BROKERAGE SERVICES, L.L.C.
BD
CRD#: 16100
MINNEAPOLIS, MN
Past
March 21, 2000 - November 2, 2001
WELLS FARGO SECURITIES INC.
BD
CRD#: 17438
SAN FRANCISCO, CA
Past
October 7, 1998 - March 22, 2000
LUTHERAN BROTHERHOOD SECURITIES CORP.
BD
CRD#: 4205
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
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.RR
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
RR
Arizona(3/1/2021)
RR
Arkansas(9/17/2024)
RR
California(9/9/2022)
RR
Colorado(6/19/2024)
RR
Florida(3/1/2021)
RR
Illinois(3/1/2021)
RR
Iowa(3/1/2021)
RR
Massachusetts(2/20/2025)
RR
Michigan(3/1/2021)
RR
Minnesota(3/1/2021)
IAR
Minnesota(3/31/2025)
RR
Montana(9/29/2023)
RR
Nevada(3/25/2023)
RR
New York(10/8/2021)
RR
North Carolina(9/3/2025)
RR
North Dakota(3/1/2021)
RR
Ohio(9/29/2023)
RR
Rhode Island(2/20/2025)
RR
South Carolina(3/4/2022)
RR
South Dakota(3/1/2021)
RR
Texas(3/1/2021)
IAR
Texas(3/31/2025)
RR
Washington(5/6/2022)
RR
Wisconsin(3/1/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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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
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 |
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.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Farmington, MNTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
