Chad A. Hoover
STRATEGIC ADVISERS LLC | Vice President, Wealth Planner
GALENA, OH
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CRD#: 4552425
Professional summary
Chad Allen Hoover, CFP®, CIMA®, who also goes by Chad Hoover, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Galena, Ohio and FIDELITY BROKERAGE SERVICES LLC located in Columbus, Ohio.
Chad is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Chad has worked at 11 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Biography
I help clients make the most of their money, so they can make the most of their lives. To do that, every dollar should have a purpose. As a CFP® professional, I strive to gain clarity on that purpose to collaborate on the design of a holistic financial plan that can adapt as life changes. Ultimately, my goal is to give you peace of mind and confidence in your financial decisions.
Question & Answer
What are your service offerings?
Retirement Planning
Investment Planning
Comprehensive Financial Planni...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Chad Hoover
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.
CRS (Client Relationship Summary) - RIA
Click below to view Chad Allen Hoover'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®
CFP®
Start date: 2010
Education
The Ohio State University
Bachelor of Science (BS) - Family Resource Management
2002
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1324 Polaris Pkwy Polaris Fashion Place, Columbus, OH 43240RIA
CRD#: 104555
GALENA, OH
Current
May 18, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1324 Polaris Pkwy Polaris Fashion Place, Columbus, OH 43240BD
CRD#: 7784
Columbus, OH
Past
June 1, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
COLUMBUS, OH
Past
March 18, 2019 - May 4, 2020
THE BURNEY COMPANY
RIA
CRD#: 106945
Galena, OH
Past
March 6, 2013 - March 28, 2019
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
Westerville, OH
Past
March 1, 2013 - March 28, 2019
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
WESTERVILLE, OH
Past
January 3, 2011 - March 18, 2013
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
BD
CRD#: 102920
WESTERVILLE, OH
Past
January 12, 2006 - November 10, 2009
J.P. MORGAN INVESTMENT MANAGEMENT INC.
RIA
CRD#: 107038
NEW YORK, NY
Past
May 31, 2005 - December 31, 2005
JPMORGAN ASSET MANAGEMENT
RIA
CRD#: 107247
COLUMBUS, OH
Past
January 15, 2003 - January 3, 2011
JPMORGAN DISTRIBUTION SERVICES, INC.
BD
CRD#: 104234
COLUMBUS, OH
Past
September 30, 2002 - December 6, 2002
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
September 30, 2002 - December 6, 2002
AMERIPRISE FINANCIAL SERVICES, LLC
BD
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".
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
Florida(5/28/2020)
RR
Illinois(4/10/2024)
RR
Indiana(5/28/2020)
RR
Iowa(9/29/2025)
RR
Kentucky(5/28/2020)
RR
Maine(9/17/2025)
RR
Massachusetts(7/29/2025)
RR
Michigan(4/9/2021)
RR
Minnesota(1/28/2025)
RR
Nevada(8/17/2023)
RR
New York(4/9/2021)
RR
North Carolina(8/18/2022)
RR
Ohio(5/18/2020)
IAR
Ohio(3/31/2025)
RR
Pennsylvania(4/9/2021)
RR
South Carolina(1/9/2024)
RR
Tennessee(4/9/2021)
RR
Texas(5/28/2020)
IAR
Texas(3/31/2025)
RR
Utah(12/5/2022)
RR
Vermont(5/19/2023)
RR
Virginia(10/5/2023)
RR
West Virginia(5/28/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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
Vice President, Wealth PlannerCRD#: 104555Galena, OHTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
