Hugh C. Johnson

STRATEGIC ADVISERS LLC

DICKINSON, TX

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CRD#: 4647079

Professional summary

Hugh Clay Johnson, who also goes by Hugh C Johnson Jr, Hugh C Johnson, Hugh Clay Johnson Jr, Hugh Clay Johnson Jr., Hugh Clay Johnson, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Dickinson, Texas and FIDELITY BROKERAGE SERVICES LLC located in Friendswood, Texas.

Hugh is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Hugh has worked at 16 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Hugh C Johnson Jr | Hugh C Johnson | Hugh Clay Johnson Jr | Hugh Clay Johnson Jr. | Hugh Clay Johnson

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 Hugh Clay Johnson'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®

None

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 18710 Gulf Freeway Baybrook Mall, Friendswood, TX 77546-2716

RIA

CRD#: 104555

DICKINSON, TX

Current

May 26, 2023 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: Baybrook Mall 18710 Gulf Freeway, Friendswood, TX 77546

CRD#: 7784

Friendswood, TX

Past

June 20, 2023 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

FRIENDSWOOD, TX

Past

May 20, 2019 - April 26, 2023

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Houston, TX

Past

May 20, 2019 - April 26, 2023

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Houston, TX

Past

May 2, 2018 - May 6, 2019

LPL FINANCIAL LLC

RIA

CRD#: 6413

MISSOURI CITY, TX

Past

May 2, 2018 - May 6, 2019

LPL FINANCIAL LLC

CRD#: 6413

MISSOURI CITY, TX

Past

November 12, 2015 - April 18, 2018

CAPITAL ONE ADVISORS, LLC

RIA

CRD#: 136865

Spring, TX

Past

November 12, 2015 - April 18, 2018

CAPITAL ONE INVESTING, LLC

CRD#: 45744

Houston, TX

Past

July 7, 2014 - November 3, 2015

SCOTTRADE, INC.

CRD#: 8206

SUGARLAND, TX

Past

September 25, 2013 - July 10, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

HOUSTON, TX

Past

September 25, 2013 - July 10, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

HOUSTON, TX

Past

November 15, 2011 - August 26, 2013

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

SUGAR LAND, TX

Past

November 3, 2011 - August 23, 2013

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SUGAR LAND, TX

Past

May 26, 2011 - September 29, 2011

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

HOUSTON, TX

Past

May 17, 2011 - September 29, 2011

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

HOUSTON, TX

Past

March 16, 2007 - January 14, 2011

TD AMERITRADE, INC.

RIA

CRD#: 7870

HOUSTON, TX

Past

March 16, 2007 - January 14, 2011

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

HOUSTON, TX

Past

March 6, 2007 - January 14, 2011

TD AMERITRADE, INC.

CRD#: 7870

HOUSTON, TX

Past

February 20, 2006 - March 22, 2006

GUARANTY BROKERAGE SERVICES, INC.

CRD#: 23302

BELLAIRE, TX

Past

August 5, 2004 - June 6, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

LITTLE ROCK, AR

Past

May 27, 2004 - June 6, 2005

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

May 27, 2004 - June 6, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

May 14, 2003 - January 2, 2004

AMUNI FINANCIAL, INC.

CRD#: 8365

ST. PETERSBURG, FL

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

Arizona
(1/4/2025)

Arkansas
(12/11/2024)

Florida
(3/2/2024)

Louisiana
(5/3/2024)

Maine
(3/2/2024)

New Mexico
(1/4/2025)

Texas
(5/26/2023)

IAR

Texas
(3/31/2025)

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 65

Date: 8/4/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/26/2003

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: 5/12/2003

General Securities Representative Examination

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.

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Advisor Monitoring

Firm Stability Insights

Hugh C. Johnson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hugh Clay Johnson's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

CAPITAL ONE ADVISORS, LLC

CAPITAL ONE INVESTING, LLC

SCOTTRADE, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

GUARANTY BROKERAGE SERVICES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

AMUNI FINANCIAL, INC.

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/4/2004

Series 63

Date: 6/26/2003

SIE

Date: 10/1/2018

Series 7

Date: 5/12/2003

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

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